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- 7Amherst College Retirement Planning Workshop for Faculty & Staff-Session 15:00 pm - 6:30 pm
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 t
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- 13Yale University Retirement Planning Workshop for Faculty and Staff-Session 15:00 pm - 6:30 pm
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 t
, ... - 14Skidmore College Retirement Planning Workshop for Faculty & Staff-Session 13:00 pm - 4:30 pm
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 t
, ... - 15Yale University Retirement Planning Workshop for Faculty and Staff-Session 25:00 pm - 6:30 pm
Session 2:
Social S
ecurity 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?
Medic
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- 19Skidmore College Retirement Planning Workshop for Faculty & Staff-Session 23:00 pm - 4:30 pm
Session 2:
Social S
ecurity 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?
Medic
, ... - 20Yale University Retirement Planning Workshop for Faculty and Staff-Session 35:00 pm - 6:30 pm
Session 3:
Managing Your Retirement Nest Egg:
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 life-time, keep pace with
, ... - 21Skidmore College Retirement Planning Workshop for Faculty & Staff-Session 33:00 pm - 4:30 pm
Session 3:
Managing Your Retirement Nest Egg:
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 life-time, keep pace with
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- 23Skidmore College Financial Coaching for Retirees9:00 am - 5:00 pm
Financial Coaching for Skidmore College Retirees:
Financial Coaching, a 45-minute, confidential meeting with professional financial planner (David K. Carboni, Ph.D., CFP®), provides information, tools, and dose of motivation to help people make better financial decisions. Though Financial Coaching does
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