Social Security Basics
With Social Security, knowing when to file, how to file, and who should file first (if your married) can directly affect your Social Security Benefit for the rest of your life. Rarely, can any of these filings be undone, so make sure to get it right the first time. This in-depth seminar features a 45 minute power point presentation with a 20 minute Q & A session at the end.
The ABCs of Retirement Planning
Are you financially ready for retirement? Are your assets in the right retirement vehicles? Will you have enough income to live comfortably? Are your assets protected from creditors? Will your assets be distributed to their rightful beneficiaries? These questions and more will be discussed in this informative group planning session.
Company Benefit Plans (Getting the most out of them)
From Thrift Savings Plans to Defined Benefit/Contribution Plans, many employees simply check the box without understanding how years of passive management can hamper your retirement goals. Learn how to use your company resources to enhance your retirement picture, and defend against financial disaster.