Planning for Retirement – Financial and Emotional Considerations
Joyce Salizzoni, Senior VP and Senior Relationship Manager from KeyBank will be our guest speaker for this session discussing:
* Benchmarks/guidelines of how much you should save each decade, and strategies to help you meet your financial and retirement goals;
* Retirement risks - investments, inflation, long-term care expenses and taxes;
* Social Security and how that figures into your retirement plan;
* Investment planning - taxable vs. tax deferred vs. tax free
Learn what you should start doing right now and for each decade until you retire to meet your financial goals. We'll also discuss how to know if you are emotionally ready to retire, along with considerations and tips to get you mentally prepared for this big life change!
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Categories: CCFB Peer Group