Money and Success

The New Retirement

Robert Margetic

The New Retirement – Perspective and Paperwork

New retirees face a new retirement. The rules have changed. Your retirement will be different than your parents and grandparents. You will need to adopt a new mindset and learn a new skill set to successfully navigate the turbulent times ahead. Learn the beginnings of the new perspective. As with most things a job is never done until the paperwork is complete. Richard Smith an attorney with over 40 years experience will lay out the three key documents everyone needs to have in place to protect themselves and their family. He will simplify wills and trusts and discuss practical ways you can get your paperwork done so you can focus on piecing together your retirement puzzle.