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Financial Management Workshop: Early Retirement

Financial Management Workshop: Early Retirement

Our Merrill Lynch advisors are back for our final lunchtime Financial Wellness offering on Wed. Nov. 12, 12:30 p.m. on Teams to discuss a new trend of people retiring earlier.

Learn more about factors that align with the goals of retiring early, what adjustments that may be needed, Social Security considerations, long-term health care needs and understanding options for assets in a qualified employer retirement plan.

When: Wed. Nov. 12, 12:30 p.m.

Where: Teams

For attending you will earn 4 credits towards great rewards. View our event calendar to learn more about all our offerings and check out our many resources on the Wellness Programs & Resources page.

Kaiser Permanente and Wellness University: taking a genuine interest in employee well-being.

Date/Time
Date(s) - 11/12/2025
12:30 pm - 1:30 pm
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