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How To Retire From the Attorneys Perspective


Courses - Adult Enrichment / Money -
Adult 55+ Sept '23-Aug '24

How To Retire From the Attorneys Perspective

You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: (i) Estate planning while working, during retirement and at the end of life, (ii) When to take your Social Security, (iii) Key financial products and services available in the market (Medicaid complaint annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders), (iv) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)?, and (v) the final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum. Instructor: Steve Ledin

 May 2024 
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7701-S24
SSP School District - Central Square : Centennial Room South
Monday, May 13
6:30 - 7:30 PM

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