Retiring? Be prepared ! Make a checklist! - Leah Frankel

Retiring? Be prepared ! Make a checklist! 

So, my question to those of you who are working in a mid-to-large sized organization is, “When was the last time that you checked with your HR Department to confirm your years of service”?

In your mind, you are certain that you have been with your organization for a specific number of years.  Pretty simple, right?  Well, don’t wait until 3 months before you decide to retire to check in with your HR Department to see what is in your organization's documents of record.  If both of you do not align, your potential retirement benefits could be affected.

This is only one of many checklist pre-retirement points that I will be covering in my WORKSHOP on Thursday evening, June 27th.  Email me at
leah@retirementplanningconcierge.com for more information.

 
Leah Frankel
Retirement Planning Concierge
https://www.linkedin.com/in/leahfrankel/
(516) 984-7782

Views: 7

Comment

You need to be a member of 516Ads Custom Internet Page to add comments!

Join 516Ads Custom Internet Page

Members

Latest Activity

David Gussin shared their blog post on Facebook
yesterday
David Gussin posted blog posts
yesterday
Keith Edward West is now a member of 516Ads Custom Internet Page
yesterday
Susan Capurso posted a blog post

Connecting the Past to the Present and the Present to the Future!

Sayville NY The Bluestone Tavern 6/26 Let's Get It Done! …See More
yesterday
David Gussin shared Susan Capurso's blog post on Facebook
yesterday
Susan Capurso commented on Susan Capurso's blog post Happy Fathers Day!
"Thank you Elliot! So Much!"
Friday
Portman Law Group, P.C. commented on Susan Capurso's blog post Happy Fathers Day!
"I just ordered one to send to my dad."
Friday
David Gussin posted an event
Thumbnail

516Ads/ 718Ads... Business Networking Breakfast at North Shore Towers & Country Club

June 20, 2019 from 12pm to 2pm
516Ads/ 718Ads...Business Networking Breakfast Thursday, June 20, 8AM@…See More
Friday

© 2019   Created by 516 Ads.   Powered by

Badges  |  Report an Issue  |  Terms of Service