Who Should Attend?
This workshop is designed for individuals and couples who are near retirement or are already retired and have more than $200,000 in investment assets. Younger couples and individuals, who are interested in learning the retirement planning and investing process will get a solid foundation for strategies to deal with savings and investing.
SESSION 1
Living Well in Retirement
- How much money will you need? Where will it come from?
- Fixed Income and cash flow planning
- Alternative investments
SESSION 2
Retirement Income Planning
- Maximizing your Social Security benefits
- 401(k) Rollovers, IRAs, Roth IRAs
- Using Annuities for income
SESSION 3
Managing Your Investments
- Equity investing
- Asset allocation and diversification
- Mutual funds and money managers
SESSION 4
Protecting Your Assets and Transitioning Your Estate
- Medicare & long term care costs
- Issues in estate planning
- Implementing the plan
Your Retirement Lifestyle Workbook
This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. It’s a good idea to gather as much of this information as possible before you start filling in the workbook.