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- 4Yale University Retirement Planning Workshop for Faculty/Staff-Session 15:00 pm - 6:30 pmSession 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 , ...
- 5Yale University Retirement Planning Workshop for Faculty/Staff-Session 25:00 pm - 6:30 pmSession 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 , ...
- 6Yale University Retirement Planning Workshop for Faculty/Staff-Session 35:00 pm - 6:30 pmSession 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, , ...
- 7Tufts University-Financial Literacy Workshop for Graduate Students of Arts and Sciences5:00 pm - 6:30 pmFinancial Literacy Workshop for Graduate Students of Arts and Sciences Financial Literacy Sessions: Tools to Use to Enhance Your Financial Future To assure your financial future it’s important to understand the key tools available make it happen. Many of the tools involve using our tax system to maximum a , ...
- 8Quinnipiac University Workshop on Roth 403bs/IRAs for Faculty/Staff12:00 pm - 1:00 pmRoth IRAs and Roth 403bs-Flexible Tools for Your Financial Future- With a changing tax and economic landscape, the Roth IRA has emerged as an account that can serve multiple purposes. Join Dr. David Carboni to learn valuable information about Roth IRAs, as well as Roth contributions within your voluntary 403(b) plan, , ...
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- 12Skidmore College Retirement Planning Workshop for Faculty/Staff-Session 15:00 pm - 7:00 pmSession 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 , ...
- 13Skidmore College Retirement Planning Workshop for Faculty/Staff-Session 25:00 pm - 7:00 pmSession 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 , ...
- 14Skidmore College Retirement Planning Workshop for Faculty/Staff-Session 35:00 pm - 7:00 pmSession 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, , ...
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- 19Quinnipiac University Social Security Collecting Strategy Workshop for Faculty/Staff12:00 pm - 1:00 pmSocial 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 , ...
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