Hackley School Retirement Planning Workshop-Session 1

Hackley School Retirement Planning Workshop-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

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.

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?