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Practical Planning for Successful Retirement

May 7 @ 1:00 pm - 3:00 pm

| $10

Presenter: Marty Fuller
Date/Time: Thursday, May 7, 1-3pm
Cost/Registration: $10.00. You must register in advance.

Planning for retirement is so much more than “wealth management.” It’s also about being psychologically ready – planning for a change in lifestyle, a personal “re-invention.” Transition isn’t easy. Your workplace value and professional identity will be gone, as will lunch dates with your colleagues. After the vacation, how will you fill your time meaningfully? Expand your social network? Relocate? Downsize and get rid of your stuff? Financially afford the life you dreamed of? What goals do you need to accomplish before you officially retire? There is much to think about. Learn to create a realistic retirement plan, beyond your financial portfolio, with concrete resources, goals and timelines, that will prepare you for a stress-free, fulfilling and exciting next chapter!


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