Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts. Please contact Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided. ***This workshop is full. Feel free to fill out the form below to be added to our waitlist.***

Appropriate for anyone interested in gaining a better understanding of investment basics, effects of compound interest on savings and debt, inflation, retirement planning, healthcare planning, and budgeting.  Other topics will include defining and giving examples of terms such as asset allocation, diversification, rebalancing, growth stocks, value stocks, mutual funds, bonds, exchange traded funds, passive and active management.  Come with questions and feel free to bring your son or daughter, grandson or granddaughter age 15 or older.

A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist. Topics covered include a checklist of items to consider before saying good bye to your employer including: Social Security Claiming Strategies…