29 Feb
The "𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐛𝐨𝐱" workshop

Description

𝐓𝐡𝐞 "𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐛𝐨𝐱" workshop is meticulously designed to provide individuals nearing retirement, or even those just starting to consider their later years, with the tools, resources, and knowledge needed to prepare for a comfortable and secure retirement. Drawing on the expertise of financial planners, health professionals, and other specialists, this comprehensive event breaks down the complexities of retirement into actionable steps, ensuring attendees can confidently navigate their retirement journey.
𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬:
✅Understand the key pillars of retirement savings: 401(k)s, IRAs, Social Security benefits, and more.
✅Learn about effective investment strategies tailored for retirement.
✅Discuss potential challenges like inflation and market volatility, and how to prepare for them.
𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐢𝐧 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭:
✅Decipher Medicare, supplemental insurance, and long-term care insurance.
𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐋𝐞𝐠𝐚𝐥𝐢𝐭𝐢𝐞𝐬:
✅The importance of wills, trusts, and powers of attorney.
✅Steps to ensure that your wishes are respected and your assets are protected.
𝐋𝐢𝐟𝐞𝐬𝐭𝐲𝐥𝐞 𝐚𝐧𝐝 𝐋𝐞𝐢𝐬𝐮𝐫𝐞:
✅From traveling to taking up new hobbies, how to make the most of your retirement years.

Date and Time

Thu, Feb 29, 2024

6:00p - 7:00p PST

Location

Puerto Vallarta Restaurant

1599 SE Lund Ave
Port Orchard , WA 98366
View on Map
PT1H

Event Registration