Age Group:
Adults & Seniors
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Program Description
Event Details
Evaluate your readiness for retirement with several self-evaluation exercises. Discover the questions that every retiree must answer before embarking on a successful retirement. Attendees will be given in-depth instruction on:
- the nuances of Social Security including how benefits are calculated
- when to file to maximize benefits, taxation of benefits
- benefits while working
- benefits for spouses, divorced people, and widows
Discover the basic need for an estate and/or financial plan and learn how to conduct an estate analysis complete with a net worth statement. Presented by Dr. Jim Flanagan of Bentron Financial Group.
Registration required.