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PLAN WELL .....ENJOY RETIREMENT SEMINAR

A practical retirement course ... taught by a retirement-age professional.

Your instructor:  Tim Miller, Financial Planner

Agenda

Week 1: Wednesday, February 7      

  • Introductions/Orientation
    • Welcome
    • Introduction
    • Retirement Planning
    • RISK  … Risk Tolerance Questionnaire
  • Building a Comfortable Lifestyle for Tomorrow

˃ Homework  Assignments: Goals for retirement  

Week 2: Wednesday, February 14

  • Review Homework … discuss
  • Discuss Riskalyze Scores
  • Investing to reach your Retirement Goals
  • Summary …… How the process works

˃ Homework  Assignments: Gather retirement resources

  • Report Card
  • Schedule Consultation
  • Graduation