Talent Development

Pre-Retirement Planning (TD1372)

Wed, 11 Oct 2017 9:00 AM - 11:30 AM

Location: Wine-Price Building

Session: 1 of 2

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

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