Seminars

Free Retirement Income Planning Educational Seminar

Understanding, planning, and managing your income is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks anymore, and will have less time to recover from potential mistakes.

Designed for anyone who is preparing for retirement or has recently retired, this class will help you determine the amount of income you’ll need during retirement, and present strategies that will help you properly allocate your assets and reduce - or even eliminate - taxes on your income. You’ll leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

We’ll discuss these important topics and more:

• Estimating the income you’ll need in retirement
• How inflation, taxes, healthcare costs and longevity can impact your planning
• How to manage risk and allocate your assets
• Ways to reduce or eliminate taxes on your income
• How working can affect your retirement planning
• Strategies for generating predictable and reliable income for life