Please note you are looking at an event that has already happened.
Registration for this event is no longer open.
Program Description
Event Details
Evaluate your readiness for retirement with several self-evaluation exercises and the "Ten Critical Questions." These are the questions that every retiree must answer before embarking on a successful retirement. You also will be given in-depth instruction on the nuances of Social Security including:
- How benefits are calculated
- When to file to maximize benefits
- Taxation of benefits
- Benefits while working
- Benefits for spouses, divorced, and widows
You will then discuss the basic need for an estate and or financial plan. The instructor will help you conduct an estate analysis complete with a net worth statement.