Retirement Planning:

Retirement involves far more than simply choosing a date to stop working. This 90-minute educational presentation will walk attendees through some of the most important decisions leading up to and throughout retirement, including Social Security, pensions and employer benefits, retirement income, Medicare, taxes, investments, and beneficiary planning. Attendees will learn practical planning timelines, common mistakes to avoid, and a framework for determining whether their income and savings are positioned to support the retirement they want. The presentation is designed to make complicated retirement concepts easier to understand and provide resources attendees can continue using when making future financial decisions. About the Presenter: Jakob Katchem is a Financial Advisor with United Financial NW in Bend, Oregon, where he works with individuals and families on retirement planning, investment management, Social Security planning, Oregon PERS benefits, Medicare, and generational wealth planning. Jakob also teaches Proactive Retirement Planning: Essential Steps from Mid-Career to Medicare through Central Oregon Community College and regularly provides retirement education to employees and organizations throughout Oregon. His educational presentations focus on making complex financial decisions understandable and giving attendees practical steps they can apply to their own retirement planning. Questions? Contact Sydneyl@dpls.lib.or.us