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Phoebe North: How to prepare for the retirement transition!
October 17, 2019 @ 12:30 pm - 1:00 pm
Just the thought of retiring is stressful and a very important decision. This session is designed to help you create a checklist of items to consider when preparing for the transition to include important information and timelines for the following:
-Social Security
-Health Insurance and/or medicare
-Pension
-Employer provided benefits such as life insurance, disability, HSA, etc.
-Debt
-Taxes
-403(b) options and management
Follow the link below to sign up.