CSI RETIREMENT Crime Scene Investigation

  • Wednesday, December 20, 2017

    10:00am – 6:00pm
  • 8
    Management Advisory Services, Personal Development, Specialized Knowledge and Application

The show business slant of this workshop seems necessary to the instructor because he's observed that many adults spend more time planning a two week family vacation or planning a one day wedding than they do preparing for the post-employment decades of their lives. As far as retirement planning is concerned, denial is not just a river in Egypt.

Assuming a majority of Boomers, Gen-Xrs, and Millenials of our population will one day find themselves "relatively" finished with "work," this workshop presents an opportunity to explore aging and retirement issues.


*Better handle the legal preparation for retirement

*Manage money in difficult financial markets

*Appreciate the healthcare, emotional and "universal" issues that also occur in retirement


*INTRODUCTION: Footprints toward retirement. You're gonna get older

*PHYSICAL ISSUES: Fingerprints of good Healthcare. Health insurance(s)

*MENTAL ISSUES: Fibers of Financial Preparation. Adult education.Legal Issues. Investing after 2008 -Stock Markets, Real Estate, Annuities, Precious Metals.

*EMOTIONAL ISSUES: Family and friends. Social activities. Entertainment we watch. Recreation we do

*UNIVERSAL/ PHILOSOPHICAL/ ISSUES: Creativity Philanthropy. Spirituality and Religion. The Sage

* CONCLUSIONS: One retirement size does not fit all. Balance & hopefully wisdom are determined by the evidence

Additional Information

Designed For

Professionals who like planning, and want some help with retirement issues. Professionals who are usually too busy to consider these issues until it's too late.



Advanced Preparation




Field of Study

Management Advisory Services, Personal Development, Specialized Knowledge and Application

Course Number


Level of Knowledge


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