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Repost, for Barnard Walsh: Preparing to offer workshop on retirement p


Dave Baker

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Posted

I am designing a 20 hour retirement planning workshop. Included will be:

1. asset accumulation and investing

2. retiree health care, long term care

3. psycological impact of retiring

4. places to live

5. trust and wills

Any graphs, color pictures, data or ideas would be appreciated.

WalshCEBS@AOL.Com

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WalshCEBS@AOL.Com

Barney Walsh

Guest Julia Bringhurst
Posted

A couple of possible areas on which you might expand:

-the new Medicare Part C

-changes to retirement/estate planning caused by recent legislation (Taxpayer Relief Act of 1997 and the IRS Restructuring and Reform Act of 1998)

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