Age Group:
Adults & Seniors
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Program Description
Event Details
Learn how to evaluate your readiness for retirement with several self-evaluation exercises. You'll be introduced to the "ten critical questions" that every retiree must answer before embarking on a successful retirement. You'll also be given an in-depth instruction on the nuances of Social Security:
- How benefits are calculated
- When to file to maximize benefits
- Taxation of benefits
- Benefits while working
- Benefits for spouses, divorced and widows
We'll also discuss the basic need for an estate and/or financial plan, and how to conduct an estate analysis complete with a net worth statement.
Registration required. Presented by Greg Kurinec of Bentron Financial Group.