Basic Concepts for Retirement Planning

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Age Group:


Program Description

Event Details

  • Factors to consider when determining what age to file for Social Security (Review)
  • Understanding how your retirement can be taxed 
  • Retirement threats and how to avoid them
  • Learn thought processes relating to income creation in retirement
  • Learn about wealth eroding factors and how to avoid them
  • Considering the rules when it comes to wealth transfer



Indoor Program

This program is hosted indoors.  Please observe social distancing and follow local COVID-19 safety mandates. Hand sanitizer will be provided and staff will do their best to ensure any shared materials are disinfected between use. This program is subject to COVID-19 safety protocol updates, including room capacity limits. Please check our website for updates.