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Making Legal and Financial Decisions

November 9, 2021 @ 6:30 pm - 8:30 pm

- Free

Transition Tuesdays is a series of workshops tailored to educate and inform the downsizing homeowner in the five major areas of transition: Legal, Emotional, Residential, Financial, and Medical.

Financial – I don’t need a million. But I need enough. How can I maximize what I have in retirement?

Did you know it’s a common fear…more terrifying than death itself? Yes! The fear of running out of money in our retirement years ranks above death among Seniors. Is it too late to prepare? What kind of shape are your retirement dollars in? When should I start receiving my Social Security benefits?

Legal – Wills and Trusts and Which Kid do I trust?

Are Your Legal Affairs Ready for Retirement?

Quick: What is an “important paper” and do you know where it is kept in your home? What legal documents should be updated when your kids are no longer kids. Why do I need an estate plan?

The 5 Biggest Mistakes That Are Made During Medicare’s Annual Enrollment

Neptune Society

Planning a pre-paid dignified, loving tribute and giving your loved ones a peace of mind.

Listen, takes notes, ask questions in a casual and limited seating environment. Leave informed and prepared.


November 9, 2021
6:30 pm - 8:30 pm
Event Category:


Easton Oval Office
1 Easton Oval
Columbus, OH 43219 United States
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