Age Group:
Adults
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Program Description
Event Details
Evaluate your readiness for retirement with several self-evaluation exercises and learn about the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement. Social Security will be discussed in-depth, including:
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How benefits are calculated
- When to file to maximize benefits
- Taxation of benefits
- Benefits while working
- Benefits for spouses, divorced, and widows
The presenter will also discuss analyzing your estate and net worth. Presented by Jim Flanagan, an Adjunct Professor of Gerontology at Concordia University of Chicago, author of numerous articles on financial, estate, and business planning matters.