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EVENT DETAILS

Where will we be and when?

Event Name: Davis-StandardRetirement Planning workshop for employees-Session 2
Event Date: 11/30/2017
Event Time: Starts: 5:00 PM   Finishes: 8:30 PM
Where: Fulton, NY
Event Details:

Retirement Planning workshop-Session 2

Medicare and Health Insurance Planning

     Medicare: Parts A, B, and D. Costs involved. Are there "Gaps in Coverage"? Key

Questions to ask and strategies to employ: pre-65 and after reaching age 65. How do Medi-gap policies or Medicare Advantage plans fit in? Long-term Care Insurance: possibly the forgotten insurance. Do I need it? Why it could be be important?

Managing Your Retirement Nest Egg

     Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How your home’s equity and an annuitizing strategy can help your last your life-time while keeping pace with inflation?

Wrap Up