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About This Webinar
A CD that looked great when rates were high can quietly become a problem when it matures into a lower-rate environment — leaving retirees locked into years of reduced income they didn't plan for. This webinar focuses specifically on reinvestment risk: how CD laddering can help manage it, what a maturity wall looks like in a falling-rate cycle, and how to structure conservative holdings so a rate environment shift doesn't catch you off guard.

DISCLOSURE
The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
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Matthew P. Johnson
Matthew P. Johnson is the President and Owner of Johnson Wealth and Income Management, a third-generation firm that has served clients for more than 75 years. With nearly three decades of experience in the financial services industry, Matthew helps individuals approach retirement with clarity, confidence, and purpose.
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