This class will guide you through a self-evaluation to help answer this important question of whether you can afford to retire. An in-depth review of Social Security nuances will also be discussed.
This class will help you evaluate your readiness for retirement with several self-evaluation exercises. You will learn about the "Ten Critical Questions" that every retiree must answer before embarking on a successful retirement. You will also learn about the nuances of Social Security, including how benefits are calculated, when to file to maximize your benefits, how benefits are taxed, whether you should claim your benefits while you are still working, and benefits for spouses and widows. We will also touch on basic estate and financial planning. Presented by Dr. James L. Flanagan, Financial Advisor at Bentron Financial Group.
