FOR YOUR USE ONLY
DATE:_____________________________________
I. RETIREMENT GOALS
---DECIDE WHAT YOUR GOALS ARE AS OF TODAY--
1) RELOCATE
2) WORK PART-TIME
3) TRAVEL
4) VOLUNTEER
5) TAKE CLASSES
6) CONCENTRATE ON HOBBIES
7) ?
8) ?
9) ?
II. PLAN THAT MATCHES YOUR GOALS
1) HAVE YOU REVIEWED, KNOW HOW TO USE AND MAKE USE OF THE LIBRARY FINANCIAL AND INVESTMENT RESOURCES INCLUDING THE FINRA EDUCATIONAL RESOURCES?
2) WHEN DO YOU WANT TO RETIRE?
3) DO YOU WANT TO WORK WITH A FINANCIAL ADVISOR –WHAT QUESTIONS DO YOU NEED TO ASK THAT PERSON?
4) DO YOU HAVE ACCESS TO A HUMAN RESOURCES PERSON AT WORK WHO COULD WALK YOU THROUGH THE STEPS TO TAKE WHEN?
5) WHO ELSE DO I NEED TO NETWORK WITH AND WHEN?
6) DETERMINE HOW MUCH MONEY YOU NEED/WHEN?
7) DETERMINE WHAT BENEFITS ARE AVAILABLE TO YOU AS A RETIREE FROM YOUR WORKPLACE?
8) ?
9) ?
10) ?