Retirement is not a matter of age, it is a matter of savings.

Do you know how much you'd need to retire? Will you have enough?

Have you planned for future medical costs, inflation, and taxes?

Do you understand how Social Security Benefits work?

This one hour hands-on interactive exercise will cover:

A)Key financial concepts in planning retirement

  • X-Curve
  • Financial Foundation
  • Rule of 72
  • Tax

B)Three sources of retirement funding

  • Social Security Benefits
  • Pension
  • Savings/Defined Contribution Plans

C)Five retirement risks

  • Outliving retirement savings
  • Medicare and Long Term Care Costs
  • Inflation
  • Tax
  • Leaving a Legacy

D)Create a Plan

Microsoft Store - Westfield San Francsico Centre
865 Market St, 2nd Floor
San Francisco, CA 94103




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