Retirement involves far more than simply c hoosing a date to stop working. This 90-minute educational presentation wi ll walk attendees through some of the most important decisions leading up to and throughout retirement\, including Social Security\, pensions and em ployer benefits\, retirement income\, Medicare\, taxes\, investments\, and beneficiary planning.
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Attendees will learn practical planni
ng timelines\, common mistakes to avoid\, and a framework for determining
whether their income and savings are positioned to support the retirement
they want. The presentation is designed to make complicated retirement con
cepts easier to understand and provide resources attendees can continue us
ing when making future financial decisions.
About the Pres enter: \;
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Jakob Katchem is a F inancial Advisor with United Financial NW in Bend\, Oregon\, where he work s with individuals and families on retirement planning\, investment manage ment\, Social Security planning\, Oregon PERS benefits\, Medicare\, and ge nerational wealth planning.
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Jakob also teaches Proactive Ret
irement Planning: Essential Steps from Mid-Career to Medicare through Cent
ral Oregon Community College and regularly provides retirement education t
o employees and organizations throughout Oregon. His educational presentat
ions focus on making complex financial decisions understandable and giving
attendees practical steps they can apply to their own retirement planning
.
Questions? Contact Sydne yl@dpls.lib.or.us
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