Workshop Details:
Location: Chevron Federal Credit Union Address: 250 Industrial Rd., Pascagoula, MS 39581
Time: 11:30 AM
Date: May 19th, 2016
We will help answer questions such as:
- Should I take my pension as a lump sum?
- How do I protect my assets from Long Term Care Costs?
- What strategies are available to reduce my taxes in retirement?
- What investment options are available for my ESIP after 59 ½?
- What decisions do I need to consider before I officially retire?
- How much Chevron stock should you own in retirement?
Please join us for this educational workshop. Wealth CAPS will provide lunch during the presentation.
Retirement Planning ties all of the variables facing your future retirement together. Before you invest a single dollar in a particular investment you should have a clear plan that clarifies why each investment is part of the overall plan.