Retirement Planning Workshop
Sponsored by Lynn Ball & Duke Benefits
This four-hour workshop is designed to provide you with valuable information about the benefits available to you in retirement. The workshop covers critical issues such as determining how much savings you will need for retirement and investing strategies before and during retirement. Specific attention will be given to selecting a health plan, balancing investments, Social Security rules, tips on choosing a financial advisor, distribution options and estate planning. It will also cover the Rule of 75 and the impact on retiree benefits.
This webcast took place on Wednesday, May 25, 2016
Click here to download the presentation booklet.