Do I Have Enough Money To Live On? – Retirement Planning  Made Easy

Do I Have Enough Money To Live On? – Retirement Planning Made Easy

Spring (9 - 13 hours) | This course is completed

10 Hilton Field Road Hanover, NH 03755 United States

Founders Room

NEW

4/16/2019-5/14/2019

2:30 PM-4:30 PM EDT on Tue

$60.00

People dream of retirement but often find the reality pretty complicated – even scary. This course aims to help those considering, entering, or in the early stages of retirement. We’ll address questions like “How will my health insurance change when I retire and how do I handle that?”; “How do I make the best use of Social Security and personal insurance options?”; “Should I change my investment strategy once I’m no longer working?”; “Have I put enough away to retire and how will taxes affect me in retirement”; “And what about my heirs? What kind of estate planning makes sense?” This interactive five-week course will be tailored to individual circumstances. You will learn to answer the big question: “How much is enough?”; “When can I confidently retire?” We’ll cover how best to review and manage your own assets, go over some of the common pitfalls that snag individual investors, and how best to avoid them.

  • There are no required texts for this course.
Roberts, Evan

Evan is a native of Cornwall, VT, where he grew up on a dairy farm. He went on to major in Finance at Bryant University in Smithfield, RI, and now works on a team of financial advisors with Merrill Lynch in Hanover, NH, specializing in assisting individuals and businesses with retirement, succession, and benefits planning. Evan enjoys hiking, skiing, tennis, hockey, lacrosse, and also volunteers with the Ausbon Sargent Land Trust in New London, NH, where he lives with his wife and two daughters.