|Posted by [email protected] on January 2, 2020 at 12:25 AM|
I’m proud to introduce a new series of lunch and learn sessions, “Get the Most Out of Retirement”, to be offered in the next few months .How you approach your retirement, how you respond to your retirement, how you behave in retirement, how you handle retirement, and ultimately, how you live in retirement is really up to you.
I have prepared eight specific topics to walk ladies through the lunch and learns, with several check lists designed to help get you organized and look to the next 5-10 years ahead. Then, you might ask how you can modify your dream to make it work.
As you know, retirement takes a lot of work to get it right. Not only does one need to ease into its adjustment, but there are some details that need be addressed. With that in mind, here’s what’s coming:
Where Will You Live in the foreseeable future? Check the information regarding available options including the luxury of retirement communities, assisted living, sharing with others or staying in your own home
De-Clutter: Wouldn't you rather enjoy life to gain greater peace of mind and do something about that clutter that's mucking up your life? Are you getting ready to downsize or sell your home? What papers do you to keep and which to toss? Get rid of stuff you no longer have a use for,
Resources will be provided with actionable check lists and tools given to keep track of bills, statements, and claims, with tips for inventory purposes.
Records Management: Retirement brings a new series of paperwork that you’re needing to keep track of. So, let’s make some room for the new and track down the important documents concerning your finances, physical health records and final expenses You'll receive checklists for keeping vital information together.
Your Retirement Team: Put together a team
of individuals you can rely on for medical, investment, insurance or legal questions. This is also an introduction to remaining economically secure, and setting financial goals/ financial boundaries with friends and family
Advance Planning : In the event something should happen to you, we’ll cover plans for how you can distribute wealth in proper legal documents, Learn how to create an advance care plan for the medical care you want to receive and get some guidance around housing care decisions., (February 20)
SCAMS: Hear what you can do to take stock of your assets and investments to live comfortably in the future. We’ll see how to spot scammers and fraudulent investment schemes. (February 25th)
Class size will be limited for these sessions and I thank you ahead of time to stay in the group once you have RSVP’d and to help preserve continuity of this subject matter.