NEFE’s Financial Workshop Kits program will be retiring on Sept. 12, 2019. Please download any workshop materials before that date as this website will no longer be available. For more resources and tools to deliver financial education in your community, visit www.NEFE.org

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Retirement Series

This set of workshops 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.

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Retirement Series Workshops

Retirement Series: How to Pay for Health Care Costs

Informed Retirement Decisions

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

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Retirement Series: Make the Most of Your Home's Value

Informed Retirement Decisions

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: Managing Debt

Informed Retirement Decisions

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

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Retirement Series: Managing Retirement Plan Assets

Informed Retirement Decisions

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

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Retirement Series: Managing Savings and Investments

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to manage their savings and Investment assets when they no longer have new income sources during retirement.

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Retirement Series: Protecting Yourself from Fraud

Informed Retirement Decisions

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

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Retirement Series: Using Work to Your Advantage

Informed Retirement Decisions

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

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Retirement Series: When to Claim Social Security

Informed Retirement Decisions

This workshop walks participants through the basics of determining their optimal age to begin receiving Social Security benefits, given their unique set of financial and life circumstances.

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