Are you age 55 or older?

Attend a Retirement Preparation Workshop available from Envoy Financial

 

We are constantly working to provide Trusted Resources Along The Way.  With 77 million people age 55 and older moving into retirement over the next 10 years, a clear plan and understanding are essential to make this a smooth transition.

 

For every house is built by someone, but God is the builder of everything.

Hebrews 3:4

 

If you, a family member, or friend are 55 or older, we invite you to a half-day workshop that could change the way you view and handle retirement.  This interactive, hands-on, 4.5-hour workshop from Envoy Financial is entitled "At the Crossroads: A Plan for Retirement" and the outline for the workshop is as follows:

 

Planning For Change:  Entering a new exciting stage of life

  • What is retirement?
  • How do I communicate to family about money issues in retirement?
  • How do I adjust to a new retirement lifestyle?
  • What role will children and grandchildren play?
  • Where will I live?

Retirement Assets:  Making sense of it all

  • Organizing money to provide enough income
  • Am I really diversified?  How safe is my money?
  • Understanding Social Security: Retirement benefits and Medicare
  • How to supplement Medicare?

Retirement Safeguards:  What insurances, if any, do I need?

  • Long term care for me and my spouse
  • Disability care for me and my spouse
  • Do I even need life insurance now that I am in retirement?

What's Next?: Defining God's plan for my next LifeStage

  • How do I continue to use my gifts and skills?
  • Moving forward to impact God's Kingdom

 

Registration Information:

  • These workshops are limited to 24 participants so we can provide individual attention to all attendees.
  • Registration ($20.00 per person or $30.00 per couple) includes all materials.

 

To register for the November 10, 2007  At The CrossRoads workshop, please click here.

 

 

CrossRoads Retirement Solutions

Trusted Advice for the Road Ahead