Financial Planning & Your Retirement
Addressing questions we ask ourselves and others as we prepare for the next stage of our lives. Topics will include:
- Financial planning is more than money.
- Demystifying the financial planning process.
- Financial wellness checkup.
- Sources of retirement income.
- Cash flow, net worth, income and expenses statements.
- How much do I need?
Please note: This workshop will be delivered in a virtual format. Participants will receive a Zoom meeting link prior to the session and will need to have a computer or device with audio to participate.
To register for one a session, please visit the LMS