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: 51

Comment

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

Join 516Ads Custom Internet Page

Latest Activity

David Gussin posted blog posts
19 hours ago
David Gussin shared their blog post on Facebook
19 hours ago
G2G Intelligence is now a member of 516Ads Custom Internet Page
21 hours ago
David Gussin posted an event
Thumbnail

Nassau Networking Luncheon @ The Heritage/ Bethpage State Park at The Heritage Club / Bethpage State Park

August 19, 2025 from 12pm to 2pm
Tuesday
David Gussin posted blog posts
Aug 9
David Gussin shared their blog post on Facebook
Aug 9
David Gussin updated an event
Thumbnail

Business Networking Luncheon @ The Stonebridge Country Club at The Stonebridge Country Club

August 14, 2025 from 12pm to 2pm
Aug 6
David Gussin posted blog posts
Aug 3
David Gussin shared their blog post on Facebook
Aug 2
David Gussin posted blog posts
Aug 2
David Gussin posted an event
Thumbnail

Business Networking Luncheon @ The Stonebridge Country Club at The Stonebridge Country Club

August 14, 2025 from 12pm to 2pm
Aug 2
David Gussin posted an event
Thumbnail

Monday Night Networking - FREE Networking Night @ THE TAP ROOM/ Masssapequa at The TAP ROOM/ Massapequa

August 11, 2025 from 6pm to 8pm
Jul 31
David Gussin posted a blog post
Jul 31
David Gussin posted blog posts
Jul 26
David Gussin posted events
Jul 26
David Gussin posted blog posts
Jul 25

© 2025   Created by 516 Ads.   Powered by

Badges  |  Report an Issue  |  Privacy Policy  |  Terms of Service