Planning for the Future: A Guide to a Confident Retirement

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Program Type:

Class/Workshop, Special Event

Age Group:

Adults
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Program Description

Description

Are You Ready to Retire with Confidence? Join us for a free educational session designed to help you navigate the essential steps of retirement-so you can enjoy your next chapter with clarity, security, and peace of mind. 

Transitioning into Retirement 

  • What to expect emotionally and financially
  • Identifying your retirement goals and lifestyle needs
  • Managing the shift from income to savings

 Healthcare Planning 

  • Understanding Medicare and supplemental insurance
  • Long-term care options: What to know before you need it
  • Planning for rising healthcare costs 

Financial Planning for Longevity 

  • How to make your savings last
  • Creating a sustainable retirement income plan
  • Protecting your assets and legacy 

Who Should Attend: Adults nearing retirement, recently retired individuals, and their families

Why It Matters: A well-planned retirement isn't just longer-it's healthier, more fulfilling, and financially secure.

Presented by Taylor Cole of BankersLife