Retirement Income Planning

Is your retirement built to last as long as you will?

Are you tired of the same old dinner seminars selling you some financial product? It’s time to join our comprehensive educational retirement income planning workshop that focuses on sound financial strategies that may help you prepare for a successful retirement.

Envision

This course will address the Following Topics

  • Understand the official new tax reform rules and the potential impact on your retirement
  • Determine investment strategies that could potentially help generate income in retirement
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for income and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common issues concerning retiree portfolios
  • Utilize financial vehicles that could help generate income in retirement to last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

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Reserve yours today

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Ways to Avoid Costly Financial Mistakes and Survive During Retirement

  • Create a legacy and avoid the IRA tax time bomb.
  • Avoid outliving your money.

EDUCATE

You’ve spent your lifetime

trying to accumulate enough money to retire. You’ve saved, invested, and hopefully taken advantage of a workplace retirement plan. Now it’s time to make decisions about how to generate enough income to be able to retire and if not done properly these decisions could have lasting repercussions.

ENABLE

The rules are different when you retire.

You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.

Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $100k or more. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.