Broker Check
24 Oct
Retirement Focused Workshop

Description

•  Are You Saving Enough?: Learn how to assess your current savings and determine if you're on track for retirement.

•  How Much Do You Need?: Explore tools and strategies to estimate your retirement income needs based on lifestyle and location.

•  Retirement Budget vs. Working Budget: Understand how your expenses may change and how to create a realistic retirement budget.

•  Healthcare in Retirement: Get insights into healthcare costs, Medicare options, and planning for medical expenses.

•  Long-Term Care Planning: Discover the importance of long-term care and how to prepare financially for future needs         

•  Estate Planning Essentials: Review key documents like wills and trusts to ensure your wishes are honored and assets protected.

Date and Time

Fri, Oct 24, 2025

11:00a - 12:00p CST

Location

Zoom meeting (link will be sent upon registration)

PT1H

Event Registration

Will you be able to attend this event?