Retirement: Helping You Better Understand Decisions for the Next Phase
Sales Representative Vicky Giacalone
Workshop Host:
Vicky Giacalone

Webinar:Retirement: Helping You Better Understand Decisions for the Next Phase 

Learn how to manage your way through financial and life questions at this workshop. Review the big issues like long term health care, running out of money, charitable options, and tax impact.

•  How do I want my faith to interact with my retirement plan
•  Learn ways to tackle your pressing issues for real improvement
•  Make smarter, informed decisions about retirement planning

Tara Weiss, Medicare Supplement Specialist, will present on health care options for later in life, including important deadlines, and insurance options.

Nothing will be sold at this workshop. Content is for educational purposes only.


Time6 pm

LocationHoly Rosary Parish, 215 S Washington Ave, Medford, WI 54451

Topics about the retirement phase of life include

  • Why is income protection important? Why should you keep this in mind even well before retirement?
  • Health decision milestones in later life and how to avoid being “penny smart and pound foolish.”
  • Demystifying estate planning -- an essential step in retirement planning.
  • Receive worksheets and examples of how to make sure your income covers essential expenses through your retired life. Put what you learned into practice.

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