Planning Your Retirement

Geoff Myers

Category: Financial Know-How

Length: 4 hours

Prerequisite: None


As retirement approaches, millions may face a new challenge: how to create a stream of income during their post-employment years by “earning a paycheck” from their savings. Americans are becoming increasingly aware of their own responsibility for securing a comfortable retirement and have invested considerable time and energy in developing retirement schemes. This workshop is designed to help participants plan for a financially secure retirement. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Included are in-depth discussions and evaluation of various investing strategies, including company retirement plans, stocks and bonds, mutual funds, allocation and diversification of funds, and tax strategies.

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