Workshop: Roadmap to Retirement Planning – Saving @ Greenwich Library

In the Greenwich Library Meeting Room
Workshop 1:
This workshop is tailored to people who are 3-10 years away from retirement or who are currently in retirement. The first and most critical step in retirement financial planning is to truly understand savings and how it will serve you in your retirement. The goal is to determine an appropriate portfolio mix with the right longevity and diversified income sources for retirement after identifying retirement expenses and retirement lifestyle. This workshop will also evaluate potential risks like longevity, market volatility, healthcare and long-term care as well as a provide a “To Do” list that you can begin implementing today.
Workshop 2: Roadmap to Retirement – Annuities
Presenter: Holly Cao, CFA
 
CLICK HERE TO REGISTER
Further info:
Yang Wang
(203) 622 – 7924
ywang@greenwichlibrary.org