How to navigate a voluntary or early retirement incentive package.
Have you been offered an early retirement incentive package with a deadline for accepting or rejecting the offer? If retirement is no longer something that is "out there in the future" - but is now a "right here, right now" opportunity - this workshop will provide you with the tools you need to maximize the opportunity.
- Evaluate an offer - Accept, reject or counter?
- Clarify your goals - New job or career? Full or part time?
- Develop a strategic plan - Are you in sync with your spouse/partner?
If you have been tempted by an incentive offer, this class will enable you to make an informed decision based on facts, not feelings. Materials include: retirement workbook, social security guide and financial organizer.
Instructed by Susan Pajer, Oppenheimer & Co.