How Much Money is Enough to Retire?
Winter (9 - 13.5 hours) | This course is completed
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 needs 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?”
We’ll use real world examples to help address and analyze these and other questions. Class participation and discussion are strongly encouraged. This interactive five-week course will be tailored to individual circumstances. You will learn to answer the big questions: “How much is enough?” and “When can I confidently retire?”
We’ll cover how to best review and manage your own assets, go over some of the common pitfalls that snag individual investors, and how best to avoid them.
Evan Roberts
Evan joined Merrill Lynch Wealth Management in 2015, after spending more than four years at another leading financial institution. In 2024 Evan became the Resident Director of the Hanover, NH Merrill office. This role allows Evan to help his peers succeed in growing and maintaining their practices. He enjoys helping clients create goals-based investment management and financial strategies to address multifaceted wealth management needs. After growing up on a dairy farm in Cornwall, Vermont, he and his wife Sarah graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor’s degree in Finance, with a double minor in Marketing and Environmental Science, from Bryant University. While getting his degree, Evan excelled on the lacrosse field playing for Bryant and The England National Team in the 2010 World Championships. In his free time, Evan enjoys hiking, golf, tennis, lacrosse, ice hockey, and skiing. He also serves as a guest lecturer for Osher at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he resides with his wife and two daughters.