New Ulm Public School

This engaging workshop will help you navigate the complex journey of retirement planning. Learn how to chart your course for a fulfilling and financially secure retirement using the "Retirement GPS" approach. Workshop Highlights: Determine Your Destination: Explore your unique retirement goals & dreams, Create your personal retirement “bucket list”, Understand the importance of having a clear vision for your future Plan Your Trip: Compare modern retirement challenges to those of previous generations Examine current life expectancy statistics & their impact on retirement planning Learn about the “Four Buckets of Money” strategy for organizing your finances: Liquidity, Long-term growth, Lifestyle, Legacy Enjoy the Journey: Discover strategies to never run out of income…even if you run out of money Understand the concept of “Reliability of Income” in retirement Learn how to mitigate Sequence of Returns Risk This workshop will provide insights into creating a retirement plan tailored to your individual needs and aspirations. Don't miss this opportunity to gain the knowledge and tools necessary for a successful retirement journey. [This is an ideal companion to the Social Security class on Saturday, February 01, 9:00am. Sign up for both and get $20 gift certificate to a downtown New Ulm business.]

Join us for a fan favorite workshop on Social Security & Medicare. You will learn valuable insights to help make informed decisions about your retirement planning. Key Topics: You will understand social security roles in retirement, how benefits are determined & the impact of claiming age & strategies to maximize your SS You’ll Learn: Understanding Social Security's role in retirement income, How benefits are determined, and the impact of claiming age, Strategies for maximizing your social security benefits. Whether you're approaching retirement or planning for the future, don't miss this opportunity to gain insights that could significantly impact your retirement income. [This is an ideal companion to the Retirement GPS class on Saturday, February 08, 9:00am. Sign up for both and get a $20 Sweethaven Tonics gift certificate.]