Pre-Retirement Checklist
Early Planning Makes a Smooth Retirement
Service Description
If you’re 1 to 5 years before retirement, this is for you! We review: • Retirement timeline, especially if your partner is a different age; • Basics of Medicare & Social Security; • Where and how you plan to live; • Legal documents to safeguard your wishes; • LTC considerations; • Employer actions before retirement. You’ll end with a documented plan of key dates, steps and tricks to make sure are aligned before you pull the trigger on retirement.
Upcoming Sessions
Cancellation Policy
For discovery and one on one calls, please contact me at least 24 hours in advance to reschedule or cancel. For webinars and group sessions, registration means you also agree to receive periodic newsletters and marketing announcements by email. You can unsubscribe at any time. Live sessions may be recorded. Webinars are not offered as a substitute for medical, legal, and/or financial care or advice, nor do they sell you Medicare, Medicaid or insurance plans. All comments and ideas presented are intended to aid you, and you give informed consent to participate. You may not receive individualized advice tailored to your circumstances in a group setting like a webinar. If you elect to share personal information with participants in the webinar, you and all participants are asked to keep each other's information in confidence; however I cannot control the actions of other participants and cannot guarantee confidentiality. You release and hold me harmless from any claims. I reserve the right to remove any participant from webinars and group sessions.