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Packing for Retirement
In this free class, attendees will discuss the basic need for an estate and/or a financial plan. Dr. Jim Flanagan and Jigar Doshi will guide attendees through an estate analysis questionnaire and provide an example of a balance sheet. The pair will also guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Thereafter, attendees will be introduced to 10 critical questions that every retiree must answer before embarking on a successful retirement. Flanagan and Doshi will discuss when it is best to access Social Security benefits, as well as how to protect your estate against the high cost of long-term care. They will also touch on some of the basic elements of estate planning.
Event Links
Website: https://go.evvnt.com/2183967-0
