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Planning for Retirement
Planning for a Successful Retirement
with Jason Grover
Offered to help reduce the financial uncertainty and anxiety often connected with retirement, this four-part workshop will guide participants in preparing a household retirement budget and developing a sound financial plan.
Explore strategies to maximize social security benefits and learn how to structure your retirement portfolio to provide the income you need in retirement. Acquire key financial knowledge and skills to help build and monitor an individual investment portfolio. Participants will also learn the issues involved with 401(k) rollover services, IRAs, annuities and other retirement accounts.
Finally, the workshop will help you answer many of the tough questions concerning health care costs, long term care and estate planning. Each participant will receive a course workbook and templates for a personal retirement income plan.