Thayer Academy Retirement Planning Workshop for Faculty and Staff-Session 1

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

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Date

Nov 30 2020

Time

3:30 pm - 5:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Nov 30 2020
  • Time: 3:30 pm - 5:00 pm

Location

Remote-Zoom

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