Retirement Masterclass - An Informational Workshop for Adults-Ages 55 to 70. If you are near or in retirement this workshop will provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments, Medicare or estate planning, we will provide content helpful for you.
You will learn:
If you are saving enough money for retirement.
Ways to decide the method of taking out your money at retirement.
If you have the core estate documents in place.
Options for taking Social Security benefits.
Ways to try and mitigate taxes before and after retirement.
Strategies on ways to align your investments with the goal of meeting your income needs in retirement.
Event Description:Retirement Masterclass - An Informational Workshop for Adults-Ages 55 to 70.