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WHAT ARE YOUR OPTIONS WHEN IT
COMES TO SOCIAL SECURITY?
Your Social Security and retirement decisions typically go hand
in hand. And one of the biggest retirement-related decisions
you'll make is when to start taking Social Security.

ARE YOU PREPARED FOR
UNEXPECTED HEALTHCARE COSTS?
A medical emergency can strike at any time, and costs are
always higher for the elderly person on a fixed income. We'll
show you how to go beyond Medicare.

ATTEND AND WIN
One FREE year of Trilogy Financial's DecisionCoach will be
raffled off during each workshop. An $800.00 value, that
includes the financial planning software platform and four
financial coaching sessions up to one hour each.

Your career finish line is in view. But now the questions start coming - how do you know if you've saved enough? Are you really ready to retire?

The Retirement Checkpoints Workshop is designed to show you the critical checkpoints that can make the difference between real financial freedom and just investing.
DO YOU NEED ANSWERS TO THE FOLLOWING QUESTIONS?
    • What is your retirement number?
    • Do you know how you will pay for advanced medical costs?
    • What are three buckets of retirement money? Attend and find out!
If your starting to think about retirement and don't know if your on track, you need to attend this workshop.
AT THIS SESSION YOU WILL:
  • Understand how to have realiable income throughout retirement.
  • Dig in to your social security options and how to find the right solutions for you.
  • Organize your investments for the corrosive power of inflation in retirement.
  • Understand the costs for advanced health care and support in later retirement and how to manage them.
  • How to get on the same page with your partner or spouse for this critical decision.

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