May 21: Age Concern Personal Finance Seminar
On May 21st, two of the financial experts from Bermuda Commercial Bank [BCB], will be speaking to Age Concern members about two relevant topics for everyone over the age of 50, specifically how to defend oneself financially and what to do when approaching retirement.
Tanya Tucker, Senior Client Relationship Associate at BCB, will tackle the tough questions that every individual should answer prior to their golden years.
- What does retirement mean to me?
- What will my needs be during retirement?
- What will my retirement benefits be?
- Where am I financially?
- Will I continue to work past retirement? Can I afford not to work?
- Is relaxation and travel an option?
- Should I pay off my mortgage if I have the means?
Being prepared and ahead of the curve will relieve some of the stress often associated when the last few years of your career are approaching.
On the topic of financial self-defense, Khamla White, Senior Client Relationship Associate at BCB, will discuss how to best handle duplicitous individuals and deceptive schemes looking to take advantage of those who are often the most susceptible.
Researching those handling your finances, knowing your current and future financial position, doing your homework on benefits that are available to you, being cautious about what personal financial information that you disclose, and ensuring the security of your assets for you and your loved ones can reduce unnecessary panic and anxiety during retirement.
To reserve your place please call 238-7525 or email at info@ageconcern.bm
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