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| Pre-Retirement Checklist |
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There are a number of issues that you may want to consider addressing in your preparation for retirement. These range from determining your Social Security benefits to designating beneficiaries to considering your retirement destination. Taking the time to answer these questions now will allow you to prepare in advance, and possibly avoid surprises later on. To assist you in making sure that you have taken the steps that can help ease your transition into retirement, we have compiled a checklist of considerations, and recommended action steps.
To learn more about our checklist, read the attached article from our Education Series, or contact your financial professional or The Retirement Consulting Group.
The following material is formatted in Adobe® Acrobat® (PDF). For optimal viewing, we recommend the latest version of Adobe® Acrobat®.
 Click here to download.
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