Broker Check
13 Feb
"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Description

Description: Retirement is a word we have heard forever. Nearing retirement makes the meaning of that word become much more real ~ and scary! How will you maximize pension and Social Security benefits for you and your family, fund rising healthcare costs, deal with the destructive power of inflation and taxes as well as stock market ups and downs throughout retirement? You will discover exactly what Retirement Income Planning is all about and what it can look like for you. The Retirement process does not have to be scary!

Resources: Among other valuable resources, a personalized Pension Benefits Worksheet, Retirement Planning Checklist, a Personal Retirement Calculator (PRC), a 20-page Retirement Roadmap Workbook, a comprehensive 16-page Social Security handbook, as well as a personalized Asset-Map will be provided to the first 25 registered guests.

The educational workshop format will include about 25 minutes of content followed by Q&A.

Designed For: All TRS, SERS and PERS members and their spouses who are at least age 50 or are looking to retire in the next ten years.

Date and Time

Tue, Feb 13, 2024

4:30p - 5:15p PST

Location

Virtual Event

Virtual Event
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PT45M

Event Registration