Three Transitions to Retirement

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Name: Three Transitions to Retirement
Date: November 6, 2018
Time: 6:00 PM - 8:00 PM EST
Event Description:
Take a holistic approach to retirement planning.
 
Transitioning to retirement goes well beyond building a solid financial plan. The lifestyle and emotional changes that accompany this transition can be the most challenging.
 
Planning for retirement is more like a marathon than a sprint, so it’s never too early to start. Learn how to take control of the three aspects of retirement so that you’ll be ready for this life-changing event.
 
The Financial Transition
  • Do you know what your retirement living and discretionary expenses will be?
  • Have you tracked your current spending for three months?
  • Do you understand the transition from accumulating money to spending it?
 
The Lifestyle Transition
  • How much time do you spend each week on hobbies or volunteer work?
  • Do you check your work voicemail on the weekends?
  • Do you have friends to share with?
 
The Emotional Transition
  • Is your spouse/significant other ready to retire?
  • Are you or your spouse not healthy enough to work anymore?
  • Do you have friends you did not meet at work?
Date/Time Information:
Tuesday
November 6, 2018
6:00–8:00 p.m.
Contact Information:
Judi Window - jwindow@stmarysbank.com - 603-629-1538
Fees/Admission:
FREE
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