This section of the website is designed for workshop participants to access a wide range of resources to support their retirement planning efforts.  All of the tools and exercises covered in the workshop are provided on the Workshop Tools and Exercises page.  Additional pages are provided for useful Retirement Planning, Financial Planning, Tax Planning and more website links.

The tools and exercises are provided as downloadable Word or Excel files.  Simply click on the tool name to receive the Word/Excel file for download.  These tools/exercises may be useful to run various “what-if” scenarios as a follow up to activities addressed in the workshop.  They also support maintaining a continuous approach to financial planning over time – they can simplify adjusting plans as life changes occur.

We have identified several useful websites to also support workshop participants with their retirement and financial planning activities.  These websites have been categorized for ease of reference.