Jigar Doshi, Chartered Retirement Planning Counselor for Bentron Financial Group, Inc., will help attendees evaluate their readiness for retirement, discuss the basic need for an estate and/or financial plan and conduct an estate analysis with a net worth statement.

• When to file to maximize benefits
• Taxation of benefits
• Benefits while working
• Benefits for spouses, divorced and widows

Attendees will then discuss the basic need for an estate and or financial plan. The instructor will help attendees conduct an estate analysis complete with a net worth statement. Registration required.