a couple happy in retirement

Retirement Series Workshops

The Retirement Series is a set of eight workshops that explores each of the eight decision areas highlighted in NEFE’s consumer Web resource MyRetirementPaycheck.org. These retirement decisions work together to either produce or reduce retirement income that ultimately makes up an individual’s retirement paycheck. Put another way, these decisions directly affect how much a person can pay themselves throughout their retirement years.

By making informed decisions across all aspects of retirement planning, workshop participants can make their nest egg last longer and can achieve greater financial well-being in retirement.

Retirement Series: Debt

This workshop walks participants through the basics of determining how best to manage and minimize debt.

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Retirement Series: Fraud

This workshop walks participants through the basics of determining how best to guard against fraud.

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Retirement Series: Home and Mortgage

This workshop walks participants through the basics of determining how and when they might use their home’s value in retirement.

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Retirement Series: Insurance

This workshop walks participants through the basics of determining how best to cover health care costs during retirement.

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Retirement Series: Retirement Plans

This workshop walks participants through the basics of determining how best to build up and manage retirement plan assets.

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Retirement Series: Savings and Investments

This workshop walks participants through the basics of determining how best to manage savings and investment assets during retirement.

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Retirement Series: Social Security

This workshop walks participants through the basics of determining their optimal age to begin receiving Social Security benefits.

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Retirement Series: Work

This workshop walks participants through the basics of determining how best to approach their decision of when to stop working.

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