Whether you are 10 years, 5 years or one year from retirement, it is in your best interest to know where you will get the money to pay your bills once you stop working.

Have you saved enough to last for as long as you live–even if you live to age 100?  What is the best way to take money out of retirement accounts for living expenses? 

When should you start Social Security or sign up for Medicare?  Should you buy Long Term Care insurance?

Are you prepared to pay for unexpected long-term care expenses? How recently have you updated your Living Trust, Last Will & Testament, and other essential estate planning documents? 

We will explore these and many other planning decisions you will need to make before your final paycheck in order for you to enjoy a financially secure retirement.

Instructors: Anthea Perkinson, CFP, EA, RMA

Ron Fatoullah, Esq.