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:
- How benefits are calculated
- When to file to maximize benefits
- Taxation of benefits
- Benefits while working
- Benefits for spouses, divorced and widows
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.