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Entering into Retirement

Its Challenges and Opportunities

Workshop

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Bruce Bruinsma

CEO & Founder, Envoy Financial

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Questions

  • Where will we live?
  • What will I do?
  • Will we have enough?
  • How do I make the transition?

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The Retirement Reformation

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The Retirement generation is the largest unreached people group in the country.

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Concerns and Planning

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  1. Retirement lasts a long time.

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(2) God’s call does NOT change.

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(3) Stages in Retirement

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(4) Next Stages in Ministry

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Planning and

Preparation Process

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  1. Physical
  2. Mental
  3. Emotional
  4. Spiritual
  5. Financial

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The Key Issues

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(1)

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How do I retire?

What does it mean?

Will I have enough?

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(2)

​

How much income will I have?

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Will it be enough?

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(3)

​

Will my family be OK

if something happens to me?

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(4)

​

How about Social Security?

Will it make a difference?

Who qualifies?

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Figuring out whether

you will have enough

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Expenses

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  • Retirement Plan
  • Other Assets
  • Adding them together

Income

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Points to Remember

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(1) Keep Contributing

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(2) Don’t use the plan as a piggy bank

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(3) Include your spouse

in your planning

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(4) Know what you have and need to do

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What to do

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(1) We are in a retirement reformation

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(2) Understand Your Retirement Plan

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(3) Read and absorb content of “Live with Meaning” and “Moving Forward”

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(4) Why preparation is important

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(5) Why planning is important

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Questions?