Preparing Your Finances for Retirement

This class is intended to help you prepare for retirement. You have been saving for retirement. You may have a target month or year for retirement. What steps can you take in those last couple years to further prepare your finances? We will discuss how a loss of earned income can affect your financial options, and what you can do to foster a smooth transition to retirement. In addition, we will cover the basics of Social Security retirement benefits, including the choices you can make regarding when to start collecting benefits.

Instructor: Sam Conway

Sam is a CERTIFIED FINANCIAL PLANNER™ professional. He began his financial career as a researcher at the Federal Reserve and J.P.Morgan. He now runs a small Ithaca-based wealth management company, S Conway Consulting LLC. He also enjoys volunteering as a tax preparer via the IRS Volunteer Income Tax Assistance program.