Pre-Retirement Planning

Course# TD1372

Note: This workshop is capped at 24 participants.

Categories: Work/Life Wellness

Level: Fundamental

Type: Multi-Session
To maximize the collaborative learning, please review your calendar before registering to ensure you can attend all sessions.

Total Workshop Time: 5 Hours (two 2.5 hour sessions)

Make-Ups: There are no make-up sessions for this workshop.

Pre-requisites: None

Target Audience: Individuals interested in learning about the basics of pre-retirement planning.

Workshop Description: Do you have questions about retirement? If so, this session will help answer some of those. 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. This program is designed to be a comprehensive introduction to important issues and concepts that every pre-retiree should become familiar with.

Topics include:

  • Understanding retirement income needs.
  •  Understanding your JMU retirement benefits.
  • Selecting appropriate withdrawal rates. Inflation and longevity.
  •  Estate planning and the transfer of assets.
  • Addressing end of life health concerns. And much more.

Presented by: Stephan Hess, CFP, Hess Financial

Session Information:
Tuesday, March 12, 2013 AND Tuesday, March 26, 2013
9:00 AM – 11:30 AM
Wine-Price

OR

Wednesday, October 9, 2013 AND Wednesday, October 23, 2013
9:00 AM – 11:30 AM
Wine-Price


Spouses are welcome to attend. If your spouse would like to join you for these workshops please contact Suzanne Vance at 540-568-4101 or vancesn@jmu.edu. 

Register For Professional Development Workshops Here

Unavailable During the Times Offered?