Note: This workshop is capped at 16 participants

Total Workshop Time: 2.5 Hours

Pre-requisites: TD1372: Pre-Retirement Planning


Preparing for retirement can seem overwhelming. This is why we have offered and continue to offer our Pre-Retirement Planning workshop I. If you attended this program in the past you know we covered many topics in a short amount of time and it was a lot to take in. That’s why we are offering The Pre-Retirement Planning Workshop II.

This single 2.5 hour session has been designed for past participants to come together again. Is there something you’re still fuzzy on? Do you want to hear something again or ask some additional questions? In this program we will spend more time in managing assets and understanding retirement income planning. Please join Stephan Hess for an informal follow up session. There will not be a formal presentation so bring as many questions as you can. We will do our best to answer them or at least point you in the right direction. As a reminder, here were some of the main topics that were discussed in the first program as well as some new ones:

  • Budgeting
  • Retirement Income Planning
  • Debt Management
  • Investing Concepts & Planning
  • Life Insurance
  • Long-Term Care
  • Pensions
  • Social Security
  • Reverse Mortgages
  • Wills & Probate
  • Estate Planning

Facilitated by: Stephan Hess, CFP, Hess Financial

Related Classes

Type: Single Session

Level: Fundamental

Competency: Work Life Wellness

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