Ready for Retirement Seminar (Presented by Vanguard)

This comprehensive workshop is designed for those ready to retire within five years and covers the important financial decisions that are facing those close to retirement. A key topic will be identifying a sustainable rate of withdrawal in retirement. There will be discussions involving budgeting for retirement, how expenses will change in retirement, identifying income sources and distribution options. This interactive workshop will also cover Social Security, options around health care, estate planning and options for overcoming a retirement shortfall. This event is part of Financial Fitness Week 2014.