If 10,000 Baby Boomers turn age 65 every day, we’re guessing some of you may need a little help to get ready. That’s why we’re starting our 2017 Know Your Dough series in mid-January with workshops on retirement.
Boomers haven’t done anything like the generations before them. They’re healthier and living longer; they’re working later and retiring with more debt, according to the Urban Institute.
Our Know Your Dough series will help you figure out a budget for retirement, what important documents you’ll need and how to navigate the Medicare system. Topics and speakers are:
Budgeting into Retirement will be conducted Jan. 10 by Matt Griffin, financial consultant with Family Trust Investment Services. He’ll help you anticipate you your retirement budget needs. Griffin, who joined FTIS in 2009, is a registered through LPL Financial.
Estate Planning Basics will be conducted Feb. 14 by Mitchell Payne of Warner, Payne and Black. Participants will learn why a will is important and when to appoint a power of attorney and healthcare power of attorney. Payne is a founding member of the Carolina’s Chapter of the National Academy of Elder Law Attorneys, a charter member of the Academy of Special Needs Planners, and a member of the elder law committee for the South Carolina Bar.
Transitioning into Medicare will be conducted March 14 by Derrick Gainey, president of Advantage Insurance. He’ll provide an overall understanding of Medicare Part A and Part B and how to obtain suitable supplemental insurance coverage.
All sessions begin at 6 p.m. at the Family Trust Center, 225 W. White St., Rock Hill. Sessions are free and open to the public. Register online.