Date & Time
Date: Friday, November 1st, 2019
Time: 6:00 pm - 8:00 pm
Fee: $5 at the door
Fee with Member Discount:
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So You Want to Retire, Are About to Retire, or are Already Retired – How’s That Going?
With Mary M. Beckett, Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management
FRED = Film / Readings / Educational Discussions
All aspects of retirement money management will be examined, as this “money matters” talk will focus on ways to test and retest your preparation for a successful retirement using goal setting, required cash flow projections and financial planning.
The discussion will cover such questions as: – do I have enough money saved for retirement? What if I am retired – what can I annually spend and how do I estimate that? What about health care costs in retirement? Are there ways to estimate, better manage and hedge medical costs? What else can derail a successful retirement?
Wine & cheese served. $5 entry