Follow certified financial planner Greg Kurinec of Bentron Financial Group through a series of exercises designed to help you meet your retirement goals.
This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete
attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement. Students will be given in-depth instruction on the nuances of Social Security:
Attendees will then discuss the basic need for an estate and or financial plan. The instructor will help attendees conduct an estate analysis complete with a net worth statement.
TAGS: | Senior Living | Consumer Information and Finance | Business and Career |
AGE GROUPS: | Adults |