Spring Financial Series: Six Steps in Preparing for Retirement
Bud Werner Memorial Library presents a Spring Financial Education Series. This session focuses on Six Steps in Preparing for Retirement.
These are free 45-minute workshops with financial professionals, sponsored by Wells Fargo Advisors, LLC community reinvestment program.
The Wednesday, May 16 session focuses on Six Steps in Preparing for Retirement. This workshop addresses various challenges in structuring your ideal retirement, starting with a snapshot for where you stand today. Learn how to quantify your personal retirement goals, from travel to leaving your grandchildren a legacy, and adopt strategies to diversify and plan for the long-term -- including managing savings amidst changing rules for capital gains. This workshop also includes a short focus on Social Security. A casual Q&A follows the talk.
This is the final workshop in this series.