TD1372

Note: This workshop is capped at 24 participants

Total Workshop Time: 2 - 2.5 Hour Sessions, 5 Hours Total

Pre-requisites: None

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