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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
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What everyone should know and do about Estate Planning
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The Five Essential Estate Planning Documents
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The Importance and Ramifications of Titling Assets
Five Questions You Should Answer Before You Retire
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What are the Biggest Threats to your Retirement?
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How much can I spend in Retirement?
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How should I invest during Retirement?
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When should I begin to take Social Security?
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Will I outlive my money?
Strategic Social Security Benefits
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Benefits and Rules of Social Security
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Factors to consider when deciding to start Social Security
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Spousal Benefits – Married, Divorced, Survivor
Fundamentals of Investing
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Why Invest?
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What to Invest In?
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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
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