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Essential Retirement

Financial Seminar Series

Presented by Thomas Kimmet,

Vice President - Investments, Wells Fargo Advisors

Telephone: (717) 975-8409; Email: thomas.kimmett@wellsfargoadvisors.com

Estate Planning Basics For Everyone

  • What everyone should know and do about Estate Planning

  • The Five Essential Estate Planning Documents

  • The Importance and Ramifications of Titling Assets

Five Questions You Should Answer Before You Retire

  • What are the Biggest Threats to your Retirement?

  • How much can I spend in Retirement?

  • How should I invest during Retirement?

  • When should I begin to take Social Security?

  • Will I outlive my money?

Strategic Social Security Benefits

  • Benefits and Rules of Social Security

  • Factors to consider when deciding to start Social Security

  • Spousal Benefits – Married, Divorced, Survivor

Fundamentals of Investing

  • Why Invest?

  • What to Invest In?

  • How to Invest?

Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

Investment and Insurance Products: NOT FDIC Insured/NO Bank Guarantee/MAY Lose Value