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Can You Afford to Retire?

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Program Type: Adult Programs
Registration for this event will open on March 1, 2020 @ 10:00 AM.

This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises.  Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.  Students will be given in depth instruction on the nuances of Social Security:
How benefits are calculated
When to file to maximize benefits
Taxation of benefits
Benefits while working
Benefits for spouses, divorced and widows

Attendees will then discuss the basic need for an estate and or financial plan.  The instructor will help attendees conduct an estate analysis complete with a net worth statement.  Registration Required