Retirement Presentation Kit

Please Note: By using the resources provided here, you agree to:

• All terms outlined in the user guide.

• Communicate with NCACPA regarding the demographics of your presentation, including the organization, number of attendees, and subject matter. Help us track the success of this program by sending this information to Lorrie Leonhardt at lleonhardt@ncacpa.org.

Additional resources are often available. For more information or if you have any questions, please contact Lorrie Leonhardt at lleonhardt@ncacpa.org.

Presentation Outline

A. Funding Your Retirement

B. Living on Less in Retirement

C. Housing Needs

D. Estate Planning

E. Getting the Most from Medicare

F. Wills

G. Power of Attorney

H. Long Term Care Insurance

PowerPoint Presentation

Additional Resources:

Taking the Mystery Out of Retirement Planning

Social Security:

• Social Security disability benefits
• Social Security retirement benefits
• Social Security survivor’s benefits
• Understanding Social Security

Estimating your retirement income needs

Understanding investment terms and concepts

401(k) plans

MarketWatch Retirement Test
 

Additional information: What is Financial Literacy? How to Get Started FAQs Financial Literacy Presentation Kits

Free Financial Literacy CPE Course Financial Literacy Volunteer Form Additional AICPA Resources Upcoming Events

For more information, contact lleonhardt@ncacpa.org.