• INTERACTIVE WORKSHOPS •
"Retirement Quiz" 24 Questions & Answers to get Right BEFORE Retiring
What it's all about
- The 24 key Q&A you should know before retiring
- Determine if a lump sum payment is a good or bad idea for you
- 10 key questions to ask when interviewing a financial adviser
- How to make the most of your benefits
- Learn the 6 common retirement mistakes that occur often and how to avoid them
Everyone in attendance will receive the 13 Point Retire Ready Checklist.
*No specific product solutions will be discussed
Who can attend the interactive workshops?
Anyone who is within five years of retirement or currently retired will likely benefit from our interactive workshops and is encouraged to attend!