HEADING INTO RETIREMENT
Register for Upcoming
Heading Into Retirement Workshop
Join us for our Heading Into Retirement Workshop on [date] at [location/virtual].
The transition from a full-time working career to retirement can be an unexpectedly daunting task. It’s a big change, and you may have a lot of questions or feel uncertain about your next step.
A successful retirement journey starts with proper planning and preparation. We are here to help! The retirement experts of RetireAdvisers of Pension Consultants, Inc. are partnering with your employer, [insert], to host an upcoming Heading into Retirement educational workshop on [Date].
This workshop is recommended for those individuals considering retirement within the next five to ten years, although all are welcome to join. The workshop will be hosted [at your employer on-location] virtually through Zoom.
AGENDA
Before Retirement
• Setting Financial Goals for Retirement
• Evaluating Investment Options for Long-Term Growth
• Developing Strategies to Maximize Contributions
• Considering the Role of Social Security in Retirement Planning
Entering Retirement
• Transitioning from Work to Retirement
• Investment Considerations
• Health Insurance Options in Retirement
• Assessing Housing Options and Their Financial Implications
• Maximizing Social Security Benefits for Financial Security
In Retirement
• Budgeting Wisely for a Fixed Income in Retirement
• Navigating Healthcare Costs and Wellness Expenses
• Optimizing Finances for Travel and Leisure Activities
• Estate Planning
• Adapting Financial Strategies as Lifestyle and Needs Change
LOCATION
Freeman Health System
1102 W 32nd St.
Joplin, MO 64804
West Tower Conference Room
DATE AND TIME
Thursday, March 21st
5PM – 7PM
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