Retirement Planning for Seniors in the Post-Pandemic Era

  This presentation is part 3 of our 3-part series: Make it Easier on your Family

  Temple Beth Shalom is excited to introduce our very own financial advisor, Robert Kernan. Robert will be discussing the following key topics to prepare you for retirement:

 – Retirement Planning Trends Post Pandemic

 – Organization – Benefits and How to Do it- “When I’m Gone” Kit

– Key Items you Should have Listed Somewhere- Consolidation

 – Benefits and How to Do it- New for 2022

 – RMD Requirements – How does this affect you?

All are welcome to join us for this free program via Zoom
RSVP to https://bit.ly/34mZy9M (by 03/07/2022-no exceptions please)
Please refer all questions about this program to adulted@seashul.org