Coming Events

July

August 2020

September
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Yale University Retirement Planning Workshop for Faculty and Staff-Session 1
5:00 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 to

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Yale University Retirement Planning Workshop-Session 2
5:00 pm - 6:30 pm

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

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Yale University Retirement Planning Workshop for Faculty and Staff-Session 3
5:00 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 i

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