Program Type:
Education & Skills
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Program Description
Event Details
Join Dr. James Flanagan of Bentron Financial Group to learn what you need to know to retire well. See if you are prepared for retirement with guided self-evaluation exercises. Learn the “Ten Critical Questions” that every prospective retiree must answer before embarking on a successful retirement. Receive in-depth instructions on the nuances of Social Security such as: How benefits are calculated; When to file to maximize benefits; Taxation of benefits; Benefits while working; Benefits for spouses, divorced, and widows. Get help navigating and identifying your unique financial and/or estate planning needs. Flanagan will conduct an estate analysis complete with a net worth statement.