Session 3
Retirement Readiness
June 22, 2021
12:00 PM - 1:00 PM
Being well prepared to retire is an important part of a person’s financial well-being and future quality of life. Learn the important things to consider – before retirement – including from a financial perspective (income, government benefits, taxes), an organizational perspective (simplify and consolidate), and an emotional perspective (social, support, health & wellness).
Topics from government benefits to information loved ones need to know about will be covered. The alignment of income and expenses is also discussed.
- At the end of the discussion, the audience should know enough to begin getting ready to retire.
