Part of our commitment to your retirement planning is to provide adequate education and resources as you make these important decisions. We appreciate the opportunity to help you through this process and look forward to many years of serving the investment needs of you and your family.

Preparing for Retirement Presentation
The presentation (flash) covers areas such as retirement factors, income needs, income sources, investment basics, estate planning, ministerial issues and Social Security considerations. Each module can be viewed separately when you are ready to learn about each new concept.

Preparing for Retirement Workbook 
This workbook (pdf) is a companion piece to the presentation that has a wealth of resources including numerous retirement planning worksheets. You may view this workbook online or request a copy from a Customer Relations specialist.

Editable Worksheets
Editable, savable and printable versions of the worksheets available in the Preparing for Retirement Workbook.

• Financial Inventory Worksheet (pdf)  
• Personal Net Worth Statement (pdf) 
• Retirement Life Planning Worksheet (pdf) 
• Retirement Budget Worksheet (pdf) 
• Retirement Savings Worksheet (pdf) 
• Investor Profile Quiz (pdf)

If you have questions, need additional assistance or would like to request a copy of the workbook (free to GuideStone participants), please contact a Customer Relations specialist by calling 1-888-98-GUIDE (1-888-984-8433).