Navigating the Next Chapter Seminar-Aug 27th: Navigating Banking & Savings
About this Event
Money Saving Tips for Retirement
Retirement brings a new set of financial decisions—and some of the smallest choices can have a lasting impact.
Join us for a practical conversation about preparing financially for retirement, making your money last, and protecting yourself and your family along the way.
Our panel will discuss how to:
- Determine whether you’re financially prepared for retirement
- Make your savings and retirement income work harder
- Reduce unnecessary banking fees and expenses
- Understand cash reserves, CDs, money markets and other savings options
- Avoid common financial mistakes before and during retirement
- Decide how—and when—to involve adult children in your finances
- Understand joint accounts, beneficiaries and financial powers of attorney
- Prepare your family to manage finances if you become ill or incapacitated
- Recognize and protect yourself from financial scams and exploitation
- Organize the financial information your family may someday need
We’ll also walk through real-life scenarios involving joint bank accounts, adult children, powers of attorney and beneficiaries to show how seemingly simple decisions can have very different consequences.
You’ll leave with practical questions to ask, conversations to have, and steps you can take now to feel more prepared for retirement and whatever comes next.
Navigating the Next Chapter is an educational seminar series designed to provide practical guidance, trusted resources and access to local professionals who can help you make informed decisions with confidence.
This seminar provides general educational information only. Individual banking, investment, tax, Medicaid and estate-planning circumstances vary. Attendees should consult the appropriate financial, tax and legal professionals regarding their individual situations.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
