Retirewise Workshop Series

We understand the face of retirement is changing and you likely have some big questions:

  • “How much money do I need to retire comfortably?”
  • “How can I properly plan for retirement?”
  • “How  can I be sure I won’t run out of money?” 
  • “How will health care costs impact my future?”

Whether your retirement is years away, or right around the corner, we are pleased to offer you a program that can help you understand the sometimes complex and very important subject of retirement – the MetLife retirewise® program.

You are invited to join MetLife for this informative workshop series where you can learn about key retirement issues and assess your personal situation.  You will have access to these valuable resources: 

  • Four complimentary educational sessions conveniently held at TALB
  • A comprehensive resource workbook with worksheets and exercises 
  • An optional complimentary one-on-one consultation with a local MetLife retirewise Specialist

To sign up to attend one or more workshop sessions, please send email to rsvp@talb.org.

Session 1: Building the Foundation

THURSDAY, MARCH 5, 2015 FROM 4:30PM - 6:00PM
TALB OFFICE, 4362 ATLANTIC AVENUE, LONG BEACH, CA 90807

You will envision the retirement you want and how you will finance it based on current and future retirement trends.  We will cover some financial basics and budgeting for retirement.  You will start to see how what you already have will contribute to the retirement you want.

Session 2: Creating and Managing Wealth

THURSDAY, MARCH 12, 2015 FROM 4:30PM - 6:00PM
TALB OFFICE, 4362 ATLANTIC AVENUE, LONG BEACH, CA 90807

You will begin to look at how to prepare before retirement to generate income during retirement. You will look at investment risk, investment strategies, retirement expenses, and several sources of retirement income.  

Session 3: Establishing Your Retirement Income Stream

TUESDAY, MARCH 17, 2015 FROM 4:30PM - 6:00PM
TALB OFFICE, 4362 ATLANTIC AVENUE, LONG BEACH, CA 90807

Building on what you have learned so far, you will discover how to structure a retirement income stream to address your retirement wants and needs. We will examine the risks that could impact your retirement funds, how to manage assets to help provide lifelong income and what government programs cover and what they do not cover.

Session 4: Making the Most of What You Have

THURSDAY, MARCH 26, 2015 FROM 4:30PM - 6:00PM
TALB OFFICE, 4362 ATLANTIC AVENUE, LONG BEACH, CA 90807

You will review the benefits LBUSD offers, together with other benefits for a clear understanding of how they fit into your retirement plan.  We will look at the basics of estate planning, wills and trusts.