Retirement Planning (2-Day)
Employees within 5 years of retirement are the target audience for this seminar. It provides all the information that an employee needs to prepare for retirement.

Subjects covered include:

Day 1

  • When Benefits are Payable
  • Computation of Benefits
  • Deposits and Redeposits
  • Military Service Deposit Options
  • Election Options of Survivors Benefits
  • Requirements for Carrying Health and Life Insurance Into Retirement
  • Value of Life Insurance After Retirement
  • Taxation of Benefits

Day 2

  • Thrift Savings Plan
  • Long-Term Care Insurance
  • Legal and Tax Issues
  • Social Security
  • Financial Planning

 

 
  S. Harman & Associates, Inc.
"Shock at what I have learned about retirement. You thought you were ready until you attend this seminar, then your whole outlook about retirement changes."
   
" Best seminar on retirement I have ever taken."
   
"This is something that everyone needs to attend more often or well before considering retirement."
   
"I should have had this information long ago."
   
"Attending once is not enough."
   
   
   
   
   
   
   
   
   
 

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