Name: Your Retirement Made Simple
Start: 2024-11-07T18:15:00-06:00
End: 2024-11-07T20:45:00-06:00
Location: Penn State Greater Allegheny – Frable Building, Room 122

Your Retirement Made Simple

Location:

Penn State Greater Allegheny – Frable Building, Room 122
4000 University Drive
McKeesport, PA 15132 United States

Directions

Date:

November 7

Time:

6:15 pm - 8:45 pm

This course is designed to teach you how to organize your assets to prepare for retirement, particularly in times of inflation and market volatility. It will help you determine if you are on track to retire at your desired age or earlier.

WHO SHOULD ATTEND?

Those needing to organize their assets to prepare for retirement
Individuals and couples nearing retirement, or looking to retire within the next ten years
Those who want to see if they are on track to retire at their desired age, or earlier
Recent retirees looking for new perspectives or ideas

WHAT WE WILL COVER:

Reasons Retirees Commonly Run Out of Money
Rising Health Care Costs in Retirement
When to Consider Taking Social Security
When to Do a Roth Conversion
Asset Preservation in Retirement
Tax Reduction and Legacy Planning
How to Develop an Income Plan and Account for Inflation
Sequence of Returns Risk

Thursday, November 7, 2024 6:15 p.m.

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