"Packing for Retirement"

Packing for Retirement

More About "Packing for Retirement"

When packing for a trip, having a checklist is a great way to provide peace of mind—and to increase your chances of enjoying yourself after you have reached your destination.

With those same vital goals in mind, only on a much more important and far-reaching scale, Jim Flanagan will lead a free one-hour session called “Packing for Retirement.”

The founder of Bentron Financial Group, Flanagan will guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Thereafter, attendees will be introduced to 10 critical questions that every retiree must

answer before embarking on a successful retirement.

Although the program is free, registration is required. To register for the session, please call 630-848-5000 or visit the Naperville Park District website at click for details

Flanagan will discuss when it is best to access Social Security benefits, as well as how to protect your estate against the high cost of long-term care. He will also touch on some of the basic elements of estate planning.

“Packing for Retirement” covers several subjects that Flanagan has included in a recently published book by the same name.

“It’s often said that people spend more time planning their next vacation than their retirement—and, sadly, that’s true in many cases,” said Flanagan. “Even just a little more reflection about and preparation for retirement can make all the difference between failure and success during these golden years of your life.”

Among other topics, those in attendance will discuss the basic need for an estate and/or a financial plan. Flanagan will then walk attendees through an estate analysis questionnaire and provide an example of a balance sheet.

The founder of Bentron Financial Group, Flanagan has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions. In 2001, building on his 15 years in the financial services field and his knowledge of risk management, financial planning and business succession planning, he formed Bentron Financial Group, LLC.

Price: Free

Tags: seniors, retirement



Event Details

Date: October 16, 2019
Time: 1:00pm

Location:
Alfred Rubin Riverwalk Community Center
305 Jackson Ave.
Naperville IL 60540



  • Visit Website
    $35/month Fitness Memberships
    napervilleparks.org/fhac

  • Visit Website
    1871 High Grove Ln. | Naperville
    (630) 355-3633

  • Visit Website
    South Naperville, Route 59 & 95th (630) 904-3600
    Naperville, Naper Blvd & 75th - (630) 983-9044
    www.frankgironda.com

  • Visit Website
    Kayak & Paddleboard Adventures
    DuPage & Fox River
    (630) 300-4527

Share This Event
  • Visit Website
    $35/month Fitness Memberships
    napervilleparks.org/fhac

  • Visit Website
    1871 High Grove Ln. | Naperville
    (630) 355-3633

  • Visit Website
    South Naperville, Route 59 & 95th (630) 904-3600
    Naperville, Naper Blvd & 75th - (630) 983-9044
    www.frankgironda.com

  • Visit Website
    Kayak & Paddleboard Adventures
    DuPage & Fox River
    (630) 300-4527

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