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Age: Adult

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Learn how to evaluate your readiness for retirement with several self-evaluation exercises. You'll be introduced to the "ten critical questions" that every retiree must answer before embarking on a successful retirement. You'll also be given an in-depth instruction on the nuances of Social Security:

  • How benefits are calculated
  • When to file to maximize benefits
  • Taxation of benefits
  • Benefits while working
  • Benefits for spouses, divorced and widows

We'll also discuss the basic need for an estate and or financial plan, and how to conduct an estate analysis complete with a net worth statement.

Registration required. Presented by Greg Kurinec of Bentron Financial Group.

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