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Discussion Prompt Address each of these questions regarding retirement planning (to the extent you are comfortable): What resources will you want to have in place

Discussion Prompt

Address each of these questions regarding retirement planning (to the extent you are comfortable):

What resources will you want to have in place that can fund your retirement?

What do you want to have in place from an Estate Planning Standpoint?

Do you plan on continuing to work in any capacity upon retiring from your existing work. If yes, what do you want to do?

What are your fondest dreams for your retirement (travel, learn to play Golf, playing with grandchildren, or???)

What about retirement concerns you the most?

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