It doesn’t matter how much or how little financial or retirement planning you’ve done. With the Retirewise® workshops, there’s something for everyone to learn.
When you attend, you can expect to learn about: Building the foundation. Financial basics, budgeting, and the importance of tax diversification. Establishing your retirement income stream. Investment risk and strategies, managing retirement expenses, and identifying potential sources of retirement income. Creating and managing wealth. Structuring a retirement income stream to address your retirement wants and needs, examining risks and how to manage assets to provide income. Making the most of what you have. Maximizing your employer's benefits, estate planning needs, and understanding Social Security and Medicare options that fit into your own financial and retirement plan.