Retirement Basics and Income Planning
What does retirement mean to you? When do you want to retire? How long will your retirement last?
Discussion includes: Social Security, Pensions and Personal Savings, Converting Your Personal Savings into Retirement Income, Investment Choices, Basic Questions and Considerations, Estimating Expenses, Estimating Income, Crunching the Numbers, and the Advantages of Tax Deferral, 401(k) Plans, IRA Annuities, Traditional IRAs, and Roth IRAs.
Date: Thursday, October 13, 2011
Time: 11:30am-1pm
Location: Mentor Match Works Tavern
Cost:$15 (free to WD&W clients) Includes Lunch.
Please RSVP
to Christine Bade
or (216) 573-2330.
