Countdown to Retirement: Strategies for your Next 5-10 Years (In-Person)

Program Type:

Business & Finances

Age Group:

Adults
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Event Details

Countdown to Retirement:  Strategies for your Next 5-10 Years

As you approach retirement, the financial decisions you make now are more important than ever. This seminar is specifically designed for individuals within 5-10 years of retirement, offering practical guidance to help you transition smoothly and confidently into your next chapter.

 Topics Covered:

 Defining your retirement vision and lifestyle goals

  • Evaluating retirement income sources (401(k), IRA, Social Security, pensions)
  • Creating a retirement income plan and withdrawal strategy
  • Understanding healthcare costs and Medicare planning
  • Estate planning essentials and legacy considerations

 45 Minute session, Q&A and helpful planning resources.

Presented by Old Second Wealth Management.

Registration is required.