Preparing to Retire: How to Plan a Successful Transition

7:00 PM - 8:30 PM
Fairport Public Library
Community Room

Event Details

Retirement is a major life event we plan for. Making the decision to enter retirement doesn’t come easy for everyone.  This seminar is designed to empower your decision-making process with education, resources and best practice guidance.  In this seminar we will review the most common questions and concerns people have at this stage of life and leave time for questions and answers.  All participants receive a Retirement Handbook and several additional resources on related topics that include:

·         Can I afford to retire now?

·         Determine how long your money will last.

·         Creating retirement income from savings.

·         What income in retirement is taxable.

·         Benefits and drawbacks of a 401(k) rollover.

·         Pensions – lump sum or take it as a buy-out.

·         Is an annuity right for me?

·         When should I claim Social Security?

Presented by Jeffrey Douglass, Financial Advisor.

Event Type(s): Adult Program

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