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.
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.
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.
Retirement Series: Managing Debt
Informed Retirement Decisions
This workshop walks participants through the basics of determining how best to manage and
minimize debt.
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.
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.
Retirement Series: Protecting Yourself from Fraud
Informed Retirement Decisions
This workshop walks participants through the basics of determining how best to guard against
fraud.
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.
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.