Time & Location
About the Event
The decisions you make about how personal and financial information is protected can have a significant impact on your retirement paychecks. If you become a victim of fraud or deceptive actions, you could have challenging income-reducing circumstances at a time when new sources of income are limited.
The focus of this workshop is to educate participants on the extent and types of fraud that exist and are disproportionately perpetrated on retirees and to guide you to resources and information that will help you proactively guard against becoming a victim of fraud or scams.
We will show participants how to get the clear answers you need so they can make informed decisions and feel more confident about how you will mitigate fraud, scams and exploitation leading into and during retirement.
To join any/all of the live workshops, RSVP here.
Unable to attend the live seminars but still interested in planning for retirement? We'll be recording the classes and posting them on our YouTube channel afterward.
January 9: When to Claim Social Security – What is the optimal age to begin claiming Social Security benefits, given your unique set of financial and life circumstances?
January 16: Managing Savings and Investments – How do you manage savings and investments assets to meet your needs when you no longer have new income sources?
January 23: How to Pay for Health Care Costs – How do you project and pay for health care costs during retirement?
January 30: Protecting Yourself from Fraud – What steps should you take to guard against fraud, including identity theft? How can you manage your public information and behavior to minimize exposure?