Preparing for Retirement
Date: August 5, 2026
Start Time: 6:00 PM
End Time: 7:00 PM
Retirement is one of life’s biggest financial transitions, and having a plan in place can help you feel more confident about the future.
Service Financial Group’s Preparing for Retirement seminar is designed to help you better understand the financial considerations that come with retirement and the steps you can take to prepare. During the presentation, attendees will explore topics including budgeting in retirement, estimating expenses, understanding Social Security benefits, planning for healthcare costs and evaluating retirement income sources.
The seminar also includes practical worksheets and resources to help attendees organize their finances and begin building a retirement strategy that aligns with their goals.
Topics include:
- Creating a retirement budget
- Understanding fixed and variable expenses
- Evaluating retirement income sources
- Social Security timing considerations
- Medicare and healthcare planning
- Inflation and long-term planning
- Retirement planning checklists and worksheets
Whether retirement is right around the corner or still years away, this seminar can help you take meaningful steps toward preparing for the future.