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On the following pages are excerpts from the financial planning seminars of Bob Moeller, WEAC's Member Benefits Specialist. For more detailed information, attend one of the seminars. (View the 2007-2008 Financial Planning Seminar schedule.)
Bob Moeller's Dollars & Sense columns also are available online.
Background
on Financial Planning Seminars Introduction
Financial
Independence Checklist Pre-Retirement
Planning Questionnaire Monthly
Retirement Benefits Optional
Forms of Annuity Choosing
an Annuity Option Social
Security Questions & Answers Voluntary Payroll Reduction Plans Selecting
a Tax-Sheltered Annuity Pension
Pitch: A Bad Bet 12
Basic Estate Planning Questions Estate
Distribution Retirement
Relocation Considerations What
to Do When a Spouse Dies Choosing
a Financial Planner