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X-ORIGINAL-URL:https://retirementeducator.com/
X-WR-CALNAME:DKC Retirement Associates LLC - The Retirement Educator
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BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-97e8527feaf77a97fc38f34216141515@retirementeducator.com
DTSTART:20200714T210000Z
DTEND:20200715T000000Z
DTSTAMP:20200415T184400Z
CREATED:20200415
LAST-MODIFIED:20200710
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Yale University Retirement Planning Workshop-Session 1
DESCRIPTION:Yale University Retirement Planning Workshop Outline\nWorkshop Leader: David K. Carboni, Ph.D., CFP®\nSession 1: \nBasics 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.\nEstate 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. Remaining opportunities for wealth transfer in light of the recently enacted Secure Act.\nSocial 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?\n
URL:https://retirementeducator.com/events/yale-university-retirement-planning-workshop/
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