Retirement Risks Seminar with Estate Planning

Retirement is more than a milestone. It is a transition that introduces new financial and planning risks that can affect income, lifestyle, health care, and family legacy.

This educational hybrid seminar and webinar focuses on helping participants understand common retirement risks and common estate planning mistakes so they can be better prepared to ask the right questions and make informed decisions alongside their professional advisors

Retirement Risks Seminar with Estate Planning.

Topics Covered

During this session, we will explore:

• Longevity risk and the possibility of outliving savings

• Inflation and the long term impact on purchasing power

• Withdrawal rate considerations and sequence of returns

• Asset allocation concepts and how investments react differently to market changes

• Health care risks including acute and chronic care needs and potential costs

• How retirement risks can interact with one another

The estate planning portion will address common mistakes, including:

• Incomplete guardianship planning

• Gaps in health care proxies and powers of attorney

• Misunderstanding how revocable trusts work and how they must be funded

• Issues related to protecting assets from long term care costs

• Estate tax considerations and the importance of early planning

• Planning challenges for minors, special needs beneficiaries, and family businesses

All information is presented for educational purposes only. Attendees are encouraged to work with their own legal and tax professionals when implementing any planning strategies.

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Who Should Attend

This event is appropriate for individuals and families who:

• Are approaching retirement or already retired

• Want to better understand financial and planning risks

• Have estate documents but are unsure if they are complete

• Want education without pressure or product discussion

No prior financial or estate planning knowledge is required.

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Why Attend

Many retirement and estate planning challenges do not come from lack of effort, but from lack of awareness.

This session provides perspective on risks and planning considerations that are often overlooked until a triggering event occurs.

Attendance is limited. This is one of those educational sessions people often say they wish they had attended before decisions became urgent.

CRN202807-10467297

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Host or Publisher Triangle Credit Union