Coming Events

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. Identifying if you’re on Track to Affor , ...

Session 2:  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? Medicare and H , ...

Session 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...

Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? What’s the Best Time to Collect Social Security Retirement Benefits from a financial planning perspective? What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced i , ...

Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? What’s the Best Time to Collect Social Security Retirement Benefits from a financial planning perspective? What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced i , ...

Countdown to Retirement: 10 years Away      The workshop identifies activities that should be completed 10 years before retirement. Attendees will receive a game plan for identifying tasks they need to complete as they approach retirement, including: creating a Cash Flow and Net Worth Statement, identifying their retir , ...