Thank you for being a valued IEEE member
Below you will find the free resources provided during the workshop
Important Financial Planning Guides
Important Dates | Important Milestones | Important Numbers
Retirement Planning Checklists
What Issues Should I Consider Before I Retire?
Will Healthcare Change As I Transition Into Retirement
What Issues Should I Consider When Purchasing Long-Term Care Insurance?
Does An Annuity Fit Within My Financial Plan?
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Will My Social Security Benefits Be Reduced?
Should I Take My Pension As A Lump Sum?
What Issues Should I Consider With My Social Security Retirement Benefits?
Estate Planning Checklists
What Issues Should I Consider Before I Update My Estate Plan
What Issues Should I Consider When Establishing My Charitable Giving Away
What Issues Should I Consider When Reviewing My Estate Planning Documents
What Documents Do I Need To Keep on File
What Issues Should I consider If I Experience A Sudden Wealth Event
Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
Financial Freedom Blueprint
Understand where you are today financially, where you want to be, and the actionable steps to get you there.
Our team will compile your data, develop your Financial Freedom Blueprint, and present it to you for review and to answer any questions during a 30 minute call.
Engineer Your Legacy Slides
Click image to download slides