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January 20-22, 2020
Rancho Mirage, California
November 24-27, 2019
San Francisco, California
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This book offers research, checklists, websites, online tools and action steps for participants looking to generate lifetime retirement income; enhance health, longevity and social connections; and protect against medical and long-term care costs in retirement. It details individual retirement preparation, including specific actions for planning ahead and taking a financial inventory. The author includes tips for optimizing Social Security paychecks, building a well-rounded financial portfolio and deciding on health insurance. The book also provides resources for tracking progress, investing in health, choosing a place to live and preparing for declining health and the final years of life.
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