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EVENT DETAILS

Where will we be and when?

Event Name: Holy Cross Retirement Planning workshop for faculty/staff-Session 1
Event Date: 10/2/2018
Event Time: Starts: 5:00 PM   Finishes: 8:00 PM
Where: Worcester, MA
Event Details:

Session 1  

Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Figuring out if you’re on Track to Afford to Retire.

 

Estate Planning Issues:  

The importance of an up-to-date will; de-mystifying" probate. Estate tax planning and selectively using trusts. The importance of Advance Directives. Considering the greatest opportunity for wealth transfer left to the mid-class.

                    

Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)'s benefits? Will my benefits be taxed or reduced if I work or retire early?