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EVENT DETAILS

Where will we be and when?

Event Name: Cape Cod Health Care Retirement Planning workshop-Session 1
Event Date: 3/3/2018
Event Time: Starts: 8:00 AM   Finishes: 12:00 PM
Where: Hyannis, MA
Event Details:

Topics:

-Challenges of Retirement: Overview-Review ways to calculate whether you're on track to afford to retire; how to use web-based calculators and the limits of these packages; how to use the workshop's workbook to maximum advantage

-Basics of Financial Planning for Retirement-How to get organized in a way that allows you to engage in serious financial planning, including investment planning and estate planning. Participants will learn how to construct Cash Flow and Net Worth Statements, the cornerstones of personal finance.  We'll also consider ways to improve both your Cash Flow and Net Worth.

-Estate Planning: We'll "de-mystify" the probate process by reviewing a hypothecial case of a person dying and how probate could work in "real life."  The focus will be on the duties of the executor and an the role of "a letter of instruction" to facilitate the process.  Participants will leave with a better understanding of probate and who might best serve as the executor.  We'll also consider advance directives and their important role in and estate plan