Income Planning for Life After a Paycheck
Time & Location
About the Event
Retirees may enter their retirement years with a variety of savings and investment accounts you have created during your work life. Analyzing the lifestyle you want in retirement, along with the types of savings and investment accounts owned, can help you identify strategies to utilize the accounts in ways that minimize income tax exposure and help assets last longer.
By sharing tools and resources during this workshop, we will guide participants to apply tactics that may give you more confidence to intentionally manage and utilize your financial assets throughout retirement in a manner that gives an opportunity for a peace of mind for long-term potential financial security.
This workshop walks participants through the basics of determining how best to manage your savings and Investment assets when you no longer have new income sources during retirement. The information presented focuses on guiding participants to predetermine how financial assets will be utilized during retirement through intentional drawdown and liquidation decisions. Also, this workshop directs participants to credible resources for questions they may have when seeking investment advice or assistance with financial services.
To join any/all of the live workshops, here.
Unable to attend the live seminars but still interested in planning for retirement? We'll be recording the classes and posting them on our YouTube channel afterward.
January 9: When to Claim Social Security – What is the optimal age to begin claiming Social Security benefits, given your unique set of financial and life circumstances?
January 16: Managing Savings and Investments – How do you manage savings and investments assets to meet your needs when you no longer have new income sources?
January 23: How to Pay for Health Care Costs – How do you project and pay for health care costs during retirement?
January 30: Protecting Yourself from Fraud – What steps should you take to guard against fraud, including identity theft? How can you manage your public information and behavior to minimize exposure?