Retirement Planning Workshop - Feb. 10th & Feb. 13th

David K. Carboni, Ph.D., CFP delivers Retirement Planning and Financial Planning workshops to help employees make better financial decisions to improve their futures. He provides employees with tools, information, and even a dose of motivation, to help them make better financial decisions. Dave does NOT sell financial products nor represent financial organizations, assuring that the information provided is educational and unbiased.

You don’t have to be “on the verge of retiring” to benefit from this program. In fact many participants ask “Why didn’t we start earlier?”

This workshop will help you answer questions such as:

  • Am I on track to afford to retire?
  • What’s the best time to take Social Security?
  • How do I decide among my retirement plan’s payout options?
  • Do I have my necessary estate planning documents?
  • How does Medicare work and how do I shop for an insurance plan to supplement Medicare?
  • How do I make sure I don’t run out of money “before I run out of time”?
  • How will I pay my income taxes in retirement?
  • How can I use my home equity to increase retirement income?
  • What are “annuities” and how might they fit into my plans?
  • What’s changed to make reverse mortgages worth another look?
  • If I’m thinking of relocating, what are key questions to ask?
  • How to develop an investment plan before and during retirement?

Participants are required to attend both sessions; space is limited to 36 people in each session. You will receive email confirmation of your registration.  Spouses/partners are especially encouraged to attend.


Monday, Feb. 10, 2020
4:00 PM – 7:00 PM
Griffin Hall Room 3


Thursday, Feb. 13, 2020
4:00 PM – 7:00 PM
Griffin Hall Room 3

To register, please fill out the form here.

Refreshments will be provided.

For general questions please contact Richard Duncan at extension 3716.

Please note, attendance at this event will count towards Wellness at Williams incentive.