Yale University Retirement Planning Workshop-Session 1

Yale University Retirement Planning Workshop Outline

Workshop Leader: David K. Carboni, Ph.D., CFP®

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. Figuring out 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 planning and selectively using trusts. The importance of Advance Directives. Remaining opportunities for wealth transfer in light of 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?