Talent Development
Pre-Retirement Planning (TD1372)
Wed, 28 Nov 2018 9:00 AM - 11:30 AM
Location: Wine-Price Building
Session: 2 of 2
Description:
Are you almost ready to retire or interested in the idea? This program provides a comprehensive introduction to the important issues & concepts that every pre-retiree should understand. Although this program is open to anyone, it will be most helpful to those who are 50 years of age or older or are within 5 years of retirement.
Topics include:
- Understanding retirement income needs
- Selecting appropriate withdrawal rates. Inflation and longevity
- Estate planning and the transfer of assets
- Addressing end of life health concerns. And much more
Facilitated by: Stephan Hess, CFP, Hess Financial