Retirement 101-Basics of Retirement Planning

  When it comes to retirement planning, many folks don’t know where to begin, so they don’t. This workshop will help employees get started by helping them calculate how much they may to afford to retire and develop a savings and investment plan to reach their objectives

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

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

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?

Me

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 i

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?

Medic

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?

Medic

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 

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 

Retirement 301: Annuities and the Role they can play in Your Financial Life

    Though annuities been around since the Babylonian times, they continue to be    among the most misunderstood of all financial vehicles. Perhaps it’s because these unloved instruments can have different phases, come in many varieties,

Retirement 301: Annuities and the Role they can play in Your Financial Life

    Though annuities been around since the Babylonian times, they continue to be    among the most misunderstood of all financial vehicles. Perhaps it’s because these unloved instruments can have different phases, come in many varieties,

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

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?

Medic

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 

Tufts University Basics of Retirement Planning for Faculty and Staff-Retirement 101