Note: This workshop is capped at 24 participants

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

Pre-requisites: None


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

Related Classes

Level: Fundamental

Type: All Inclusive

Competency: Work Life Wellness

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