Planning for Social Security and Retirement series

Planning Your Social Security and Retirement

A Free Educational Series at Irondale Public Library

Provided by Gambrell Financial Advisors, Inc.                  

Session I       September 3, 2015

Problems, Solutions, and the Future

-Life expectancy
-Cost of Living
-Cost of Medical care
-Long-term care
-Changes in Benefits
-Changes in the Law
-Information you must gather

Session II      September 10, 2015

Social Security

-Benefit basics
-Strategies
-What’s best for you?
-Cash Flow
-Calculators

Session III    September 17, 2015

Filling the gaps and putting it all together

-Your income needs above Social Security
-Pensions & 401(k)s
-IRAs
-Annuities
-Medicare & Medicaid
-Other savings or investments
-Your plan