FREE Webinar - What Marie Learned About Planning for Retirement

FREE Webinar on What Marie Learned About Retirement


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Retirement planning involves more than choosing a retirement date. In this free session, I’ll share what I’ve learned about preparing for the transition, including estimating expenses, weighing Social Security and health coverage choices, understanding how taxes can affect savings, and planning for a surviving spouse or heirs. Bring your questions and leave with useful next steps to explore for your own situation.

NOTE: I am not a financial planner nor am I selling anything. I am just sharing what I have learned in my own research, especially the potential "gotchas" that could really cause problems for you! Also, note, this is definitely US based!

Participants will learn:

  • Identify key financial and health coverage decisions to consider before retirement.
  • Explain how Social Security timing, withdrawals, and taxes can affect retirement income.
  • Recognize planning issues involving Medicare, Roth conversions, and required minimum distributions.
  • Identify practical next steps and questions to discuss with qualified advisers.
  • Consider how retirement choices may affect a spouse or heirs.
  • and more!!!
  • Attendees will be provided access to the live webinar as well as access to the recording for 30 days. All attendees will receive a copy of any PowerPoint used as well. Sorry, pretty sure this one does not meet the requirements for Certified Administrative Professional (CAP) recertification points.

    About the Instructor

    Marie Herman, CAP, OM, ACS, MOS-Expert

    When it comes to career and professional development to help administrative professionals advance, Marie Herman, CAP, OM, ACS, MOS-Expert knows how to take you from where you are, to where you want to be. She has made her career helping others to develop their skills through strategic planning and technology. With certifications as an Microsoft Office Specialist Expert and a Certified Administrative Professional with an Organizational Management specialty, Marie has an expansive knowledge in many areas, and can help you become an expert as well. She is an author, mentor, and expert on a number of computer and professional development topics. Marie is the owner of MRH Enterprises LLC and teaches classes on Microsoft Office, Windows, and various other internet topics. She has been a member of the International Association of Administrative Professionals (IAAP) since 1997 and was a past Division President. She has more than two decades of experience as an administrative professional and efficiency consultant. Marie has helped thousands of students achieve their certification dreams.


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