At NIU Naperville in March: `Packing for Retirement’

When packing for a trip, having a checklist is a great way to provide peace of mind—and to increase your chances of enjoying yourself after you have reached your destination.

With those same vital goals in mind, only on a much more important and far-reaching scale, a retirement planning expert in March is leading a free two-part series at NIU Naperville, 1120 E. Diehl Road.

Certified Financial Planner Greg Kurinec, a Society for Financial Awareness (SOFA) volunteer, will lead the sessions on Thursday, March 2 and Thursday, March 9, from 6 p.m. to 9 p.m., as well as on Saturday, March 4 and Saturday, March 11 from 9 a.m. to Noon.

Kurinec will guide attendees through several self-evaluation exercises that help reveal their readiness for retirement. Thereafter, attendees will be introduced to 10 critical questions that every retiree must answer before embarking on a successful retirement.

He will discuss when it is best to access Social Security benefits, as well as how to protect your estate against the high cost of long-term care. Kurinec will also touch on some of the basic elements of estate planning.

Among other topics, those in attendance will discuss the basic need for an estate and/or a financial plan. Kurinec will then walk attendees through an estate analysis questionnaire and provide an example of a balance sheet.

To register for the free classes, visit https://bentron.com/packingforretirement-niu/. For more information, contact Rochelle Stephens at 630-505-8375 or rstephens@bentron.com.