10 Question Retiree Guide

Recorded On: 06/04/2020

In order to retire with confidence that your decision is a wise one, you want to make sure that you have considered many factors. This webinar will provide answers to 10 key questions about transitioning into and through retirement.  This session will be wide ranging and comprehensive. Areas highlighted will include Social Security, Medicare, housing, and investing. Attendees will take away:

  • How to plan for changing spending patterns in retirement
  • How to manage retirement account withdrawals
  • Basic estate planning strategies
  • The importance of long term care coverage

Steven Taylor

Certified Financial Planner Professional, Mid-Atlantic Region

Steven is responsible for providing on-site financial planning services to public sector employer retirement plans in the Mid-Atlantic region. He conducts over 100 on-site educational seminars, webinars, and workshops per year and also provides personalized assistance in the development of individuals’ retirement, investment and estate plans.


Before joining ICMA-RC in 2006, Steven was self-employed as an independent Financial Planner for over 10 years. He also was a Financial Advisor with AXA Equitable where he worked with individuals and small businesses providing executive and group benefits.

For one year, he stepped outside his comfort zone and taught middle school math to young people. He is now writing a book about his experiences titled, What Was I Thinking?


Steven received a BA in Economics from Clark Atlanta University and is a Certified Financial Planner. He is FINRA Series 6, 26, and NASAA Series 63 and 65 licensed. 

Key:

Complete
Failed
Available
Locked
Webinar
06/04/2020 at 1:00 PM (EDT)   |  90 minutes
06/04/2020 at 1:00 PM (EDT)   |  90 minutes
Evaluation Survey
15 Questions
Certificate
1.50 ICMA CE credits  |  Certificate available
1.50 ICMA CE credits  |  Certificate available