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SEMINARS, EVENTS, & OUTREACH

Xerox Retirement Workshop

The Horizon Group hosts a Xerox Retirement Workshop to help employees considering retirement sort through a mountain of important decisions.  Since 1994 over 5,000 retirees have enjoyed this informative workshop that breaks this difficult decision into a simple process.

Active retirement eligible employees can join a straightforward and easy-to- understand discussion that will cover:

  • Timing your retirement to maximize the RIGP formula excess benefit
  • The possible shock of interest rate increases on lump sum retirement options
  • Healthcare decisions and Medicare basics
  • Social Security and claiming strategies
  • How the PBGC insures monthly pensions – and limits
  • How to choose a pension option – and why a monthly check may make sense for you
  • Strategies to get a monthly payment from a lump sum of retirement savings
  • Investment strategies for retirees
  • Investment pitfalls and how to select a financial advisor

Get the information every retiree needs and few advisors know.  

Currently there are no workshops scheduled, however, please call us at
585-334-3600 for a complimentary, no obligation individual meeting to discuss your situation.

Retirement Alternatives Workshop

Wednesday, January 23rd, February 6th, or February 20th @ 6:45p.m.

This educational evening is a must for anyone contemplating retirement.   In the relaxed atmosphere of our historic cobblestone’s classroom, we explore all the important decisions necessary for a successful retirement.  People enjoy our organized, straightforward, and down-to-earth approach to retirement. 

Give us an evening, and we’ll cover all the various aspects of retirement you need to consider.  We’ll even show you strategies to break this difficult decision into a simple process.  Well cover:

  • Where to start when considering retirement
  • Quantifying expenses and cash flow projections 
  • How your taxes and insurances change in retirement
  • Healthcare decisions and Medicare basics
  • Social Security and claiming strategies
  • How the PBGC insures monthly pensions – and limits
  • How to choose a pension option – and why a monthly check may make sense for you
  • Mechanics of consolidating and “rolling over” 401k’s and pension plans to an IRA
  • Strategies to get a monthly payment from a lump sum of retirement savings
  • Investment pitfalls and how to select a financial advisor
  • Retirement tips learned from 25 years of exclusively working with retirees

We’ll share our firm's philosophy and strategy for managing retirement money.  Many people enjoy our frank discussion of the costs, benefits, and pitfalls of working with various types of financial professionals.  We end our session by opening the floor to questions on any financial topic, showcasing our experience as a trusted advisor "anywhere money touches life".

These fun and informative workshops are run monthly at our classroom at 5582 West Henrietta Road.

To reserve your free seat, please call our office at (585) 334-3600 or email our team at [email protected].