Instructor David Carboni will be conducting a three-part evening workshop showing a focused view of financial and retirement planning. This workshop addresses a variety of retirement planning issues that will help participants make better financial decisions. The workshop will cover: getting organized, financial planning strategies, estate planning, investment strategies, Social Security, retiree health care, and employee benefit topics related to retirement. This workshop will help participants address the following questions (among others):
How do I know if I can afford to retire?
What’s the best time to take Social Security?
What are the legal documents everyone must have?
How to I decide the best way to draw from my retirementaccounts?
Note: Participation in all three sessions is strongly recommended.