Retirement income isn't just about Social Security.
Most people will need additional income to meet all of their living expenses, and this income will likely come from their retirement savings.
Making sure you'll be able to rely on your savings to fill the income gap now and in the future can be tricky, especially considering the rising cost of living.
This course is designed to educate you on proper due-diligence when it comes to retirement income planning and will discuss the steps involved in creating a reliable stream of income throughout the years.
AGENDA
What are the best ways to take your Social Security? Learn the pros and cons of electing at different ages and the important factors that go into that decision.
What you should know about choosing your pension: Learn how the various options work and the biggest mistakes people make, with actual case studies.
How to prepare for future inflation and the typical investments that are used to do so
How to create all the income you'll need to fully meet your living expenses (we call this filling the gap).
An overview on Bucket Planning: Which accounts should you start drawing from first and which ones later?
ADDITIONAL INFO
When:
Sunday, March 28, 2021 · 9:30 a.m.
Eastern Time (US & Canada)
Reno Frazzitta is a Certified Financial Planner® and leading financial planning professional who assists with estate and retirement planning. Reno has been educating on a variety of retirement-related topics for many years. He works with...