Retirement comes with some big decisions—and knowing what to plan for before you retire can make all the difference.

In this educational workshop, Melanie Colusci, CFP®, AEP®, CEPA®, will walk through key areas that can impact your retirement, from deciding when to take Social Security and managing taxes on retirement income to preparing for healthcare costs, long-term care, and estate planning.

We’ll discuss common retirement planning mistakes, important decisions you may want to address now, and strategies that can help you make the most of what you’ve worked hard to build.

Whether retirement is right around the corner or still a few years away, this workshop is designed to help you better understand the pieces of your retirement plan and the questions you should be asking.

Topics will include:

• Social Security and when to claim benefits
• Creating a tax-smart retirement income strategy
• Medicare, Medicaid, and healthcare expenses
• Planning for long-term care
• Estate planning essentials
• Preparing for unexpected expenses in retirement

You’ll also receive a helpful workbook to follow along with during the presentation and take home as a resource.