Money Matters Workshop - Transitioning Into Retirement

Presented by Jason Scharp, Certified Financial Planner, ICMA-RC
Wednesday, November 3, 2010
12:00 PM - 1:00 PM
Conference Room 29D (room change) (seating limited)

*** You may bring your lunch. ***

Please RSVP by Wednesday, October 27, 2010


What major issues should most retirees-to-be consider before making the big step? This seminar will provide a comprehensive, but high-level overview, primarily focusing on typical retirement expenses and income.

In addition, topics such as long-term care, reverse mortgages, and annuities are introduced.