Session I: (One 90 Minute Session): 10:00 A.M.-11:30 A.M.
Retirement Income Planning: consider the various approaches to make sure your income lasts the rest of your life while keeping up with inflation. Initially, we'd consider the "draw down" approach which involves formulating a plan to make withdrawals from investments that last a life-time while keeping up with inflation. We'd then review the various ways to use insured retirement income approaches. We'd then consider the strength and weaknesses of each strategy and help employees choose an method (or combination of methods) that could work best for them.
We'd then review the legal documents no one should be caught dead or alive without. We'd also describe the consequences of not having these documents in place and reviewed periodically. In the process, we'd demystify the probate process and provide a method to help employees find the "right kind" of attorney.