Workshops

Proper planning can ensure a comfortable retirement, so it’s important to get your ducks in a row NOW.  Whether you’re married, single or divorced, there are specific steps you need to take to maintain control of your retirement income.

We’ll talk about:

• Ways to ensure that your retirement income lasts and how to pay less taxes on your retirement income.
• The importance of understanding your Social Security*, pensions and retirement accounts.
• Ways you can get more from your Social Security benefits and how these benefits are shared by spouses.
• Specific legal documents that need to be drafted now as a part of your retirement planning and making sure those forms are up-to-date.
• How to plan for long-term care if you or your spouse are unable to care for yourselves or if you are caring for an aging parent.
• Actions you should take to make sure your retirement funds are available to you if you outlive your spouse.

Proper planning can ensure a comfortable retirement, so it’s important to get your ducks in a row NOW.  Whether you’re married, single or divorced, there are specific steps you need to take to maintain control of your retirement income.

We’ll talk about:

• Ways to ensure that your retirement income lasts and how to pay less taxes on your retirement income.
• The importance of understanding your Social Security*, pensions and retirement accounts.
• Ways you can get more from your Social Security benefits and how these benefits are shared by spouses.
• Specific legal documents that need to be drafted now as a part of your retirement planning and making sure those forms are up-to-date.
• How to plan for long-term care if you or your spouse are unable to care for yourselves or if you are caring for an aging parent.
• Actions you should take to make sure your retirement funds are available to you if you outlive your spouse.