College of the Holy Cross Retirement Planning Workshop for Faculty and Staff-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 Afford to Retire.
Estate Planning Issues: The importance of an up-to-date will; de-mystifying” probate. Estate tax everyone must have. The importance of Advance Directives. Remaining opportunities for wealth transfer with the recently enacted Secure Act