Overview
In the final year before retirement, there are important financial decisions to review and confirm.
These range from your retirement income and withdrawals to taxes, Social Security, Medicare, and your first-year budget. We’ll help you make sure the financial pieces are in place while also preparing for the shift from working life to what comes next.
Who it's for:
You're within your last year of work and getting ready to retire, but if you're further away, you’re welcome to join too and get a head start.
Lineup
Michael Kimmel
Robert Perry
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Frequently asked questions
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