Retirement Planning Seminars
Important issues related to retirement planning can be addressed by our representatives in pre-retirement counseling seminars arranged upon request. Seminars are designed to educate employees on the following topics:
- Determining income needs
- Explaining sources of retirement income
- How to time retirement
- Taxes and inflation
- Finding the appropriate investment balance
- Advantages of tax-deferred savings
- Calculating the cost of retirement
- Facts on Social Security
- College funding for children or grandchildren
After attending a seminar, employees are provided with a retirement planning worksheet for their completion. If they desire, they can return their worksheet to Hamilton Cavanaugh & Associates, Inc. for a customized review of their current profile and recommendations for future retirement savings.
Please contact us to learn more about our seminars and instructional events.
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