your personal financial plan.
About this Event
Welcome to the Retirement Readiness Educational Workshop! Join us at the Lakewood Ranch Library on either Saturday, February 28th from 9:00AM - 11:30AM or Wednesday March 4th from 5:00PM to 7:30PM for an informative session focused on preparing for retirement. Whether retirement is right around the corner or still years away, this workshop will provide practical insights and strategies to help you build confidence and financial security for the future. Fruit, snacks, water, and coffee will be provided. We look forward to seeing you there!
Agenda
Retirement Readiness Agenda
Info: This retirement planning workshop covers the key building blocks of a confident retirement, including setting clear retirement goals, estimating future expenses and savings needs, reducing taxes before and during retirement, understanding income sources such as IRAs, Roth IRAs, and Social Security, making smart withdrawal decisions, building a tax-efficient investment strategy, navigating Medicare and insurance planning, and protecting your legacy through wills, trusts, and estate planning.
Event Venue & Nearby Stays
Lakewood Ranch Library, 16410 Rangeland Parkway, Bradenton, United States
USD 49.00
