Rejuvenate Your Retirement

Life Planning for Retirees

Making your money last throughout retirement has never been more challenging. People are living longer, and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high, and interest rates paid by banks have been low. While more retirees are covered by Social Security, this program also faces financial challenges. This course helps you develop a personalized retirement income plan as part of your overall retirement system.

We will explain how to:

  • Determine what percentage of your assets you may need to withdraw to meet expenses
  • Estimate how many years your money may last and make any adjustments needed to help your money last longer
  • Calculate the impact of investment choices, rate of return, and inflation on your plan
  • Help you understand the different channels within the financial industry so you can make the best choices for your retirement system

Who Should Attend

While there are events available for pre-retirement planning, this unique event focuses on the concerns, issues, and needs that are important to today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this popular course provides an eye-opening experience.

Topics We'll Cover

Life Planning

Life Planning

Learn how to fill your days with activities you enjoy and that give meaning to your retirement years. What do you like to do? Do you need help meeting new people? Do you need to make money? Are you interested in volunteering?

The non-financial aspects of planning our retirement years are often overlooked. Rejuvenate your retirement with quick individual exercises that introduce activities such as hobbies, sports, crafts, social networking, travel, employment, business ventures, lifelong learning, and volunteering. This in-depth section provides insight, entertainment, and inspiration and is a favorite of many attendees.

Financial Concerns
Investments
Income
Healthcare
Estate

Topics We'll Cover

Course Schedule & Information

Sorry, there are no upcoming events.

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