Talent Development

Pre-Retirement Planning (TD1372)

Tue, 24 Sep 2019 1:00 PM - 3:30 PM

Location: Wine-Price Building

Session: 2 of 2


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

Back to Top