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Keys to a Successful Retirement: Your Financial & Social Emotional Needs
Free Retirement Readiness Event in Swampscott
Are you 5-10 years away from retirement, and the concept is close to becoming a reality? Or are you already retired and want to do a review or learn something new that you may have not considered? If this describes you, you will want to attend this event, sponsored by the Swampscott For All Ages Committee, on Saturday, March 22, 9:30am - 2pm at the Swampscott Senior Center.
The years leading up to retirement are called the "red zone," and they are the perfect time to prepare and ensure you are on the right track for the next chapter. Factors to consider include financial preparation, emotional readiness and purpose, and everything you'll need to know about Social Security and Medicare.
Our three engaging speakers, Bill Harris, Dorian Mintzer, and Marcia Mantell, will touch on key topics to help you assess your readiness and will be available for questions and conversation afterward.
Space is limited to 100 people. Sign-up is required by calling the Senior Center at 781-596-8866. A box lunch will be served, and prizes will be raffled off. All for free!
Full Details:
Bill Harris CFP®, RMA®, CEPA®: 10AM - 10:50AM
• How to Tell if You’re Financially Ready for Retirement. Bill is the Co-Founder of WH Cornerstone Investments, author of Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets, and a columnist. He believes in transparency and education, which is why he spends so much time writing and sharing his knowledge.
Dorian Mintzer M.S.W., PhD: 11AM - 11:40AM
• Embrace your Bonus Years as a Time to Grow, Learn and Evolve. Dori is a retirement coach, consultant, and popular speaker who combines her personal and professional experiences to bring a fresh perspective on designing the 3rd stage of life, the BONUS years, and to integrate the different parts of yourself to grow "whole" and not just old.
Marcia Mantell: 11:50AM - 1PM
• Everything You Need to Know about Social Security and Medicare. Marcia Mantell, president of Mantell Retirement Consulting and author of Creating Your Medicare Recipe: Your guide to enrolling on time and without penalties, Cookin' Up Your Retirement Plan, and What's the Deal with Retirement Planning for Women.
Lunch, Raffles, and Conversation with the Speakers: 1pm - 2pm
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