Contemplating Early Retirement in a Pandemic

This virtual workshop will cover many of the topics/concerns someone would have when faced with the choice of early retirement. It will cover early retirement plan distribution rules, the pros/cons of electing Social Security early and its impacts on working; plus ways to fund medical expenses prior to Medicare.

The speaker is an RIT Alumni Class of 2007 with a B.S. in Project Management/Business from the former School for Multi-disciplinary Studies. Michael is a Senior Vice President and Senior Portfolio Manager for UBS Financial Services and lives in Rochester with his wife Amy and their 8-year-old twins.

Kris Stehler
Event Snapshot
When and Where
September 30, 2020
12:00 pm - 1:00 pm
Room/Location: Virtual

This is an RIT Only Event

Interpreter Requested?