Heading Into Retirement Workshop: CoxHealth

Branson, Missouri
Thursday, September 05, 2013

Your Choice is Your Future


Get Ready For Retirement

Your employer has invited us to speak to you about your retirement. As you head into this chapter of your life, it's important for you to assess how prepared you are and learn about subjects like:
  • Social Security
  • Medicare
  • Estate planning issues such as wills and health care directives

In our Heading into Retirement workshop, we will guide you through these topics, answer your questions and help you define your future beyond your retirement plan.

Workshop Agenda

The Heading into Retirement workshop consists of three separate presentations. Here's what you can expect to learn at each individual presentation:

Choose.
Your Retirement, Your Choice.

  • Get ideas about how to make life's biggest transition
  • Get a clearer idea of challenges you may face
  • Pick up practical pointers on key topics

Plan. Retirements Don't Just Happen.

  • Risks you may encounter
  • How to take active steps toward retirement    
  • What to monitor
  • What to do, what not to do
  • Medicare
  • Social Security

Enjoy. This is Your Future.

  • Plan & execute your account withdrawal strategy
  • Balance short-term and long-term concerns
  • Review, reallocate, re-balance and readjust
  • Protect your estate
  • Beware of unscrupulous "advisers"
     
 

Contact Information

  • For more information about this free workshop please contact Emily Coulter at ecoulter@pension-consultants.com or (417) 889-4918.

    Workshop Details







    Two Workshop Dates to Pick From

    Date:
    Sept. 5 & 12
    Time: 5:30-7:30pm
    Location: Cox Medical Center Branson; Magnolia, Dogwood and Redbud Rooms

    OR

    Date: Sept.19 & 26
    Time: 5:30pm-7:30pm
    Location: Cox Medical Center Branson; Magnolia, Dogwood and Redbud Rooms


 
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