The Retirement Assets Masterclass™

ABOUT THIS WEBINAR
This course will help you understand how to organize your retirement savings into separate categories (called Buckets) so you can position them for the things you'll need in retirement: like income, liquidity, withdrawals, safety and growth.
 
Having these special-purpose buckets will also help you get a handle on the investment strategy needed to achieve each purpose. 
 
This popular methodology, aptly called The Bucket Plan, will be the foundation for this course.  In addition, we'll cover investment allocation planning, retirement account withdrawal planning, and the 3 different methods for creating income from your retirement assets.
AGENDA
  • How do I protect my retirement,  but still allow for growth and income?  Learn how Bucket Planning is increasingly being used by people to help accomplish this without complexity.
  • Which accounts do I draw from first, and which ones later? An in-depth training on the Order Of Withdrawals.
  • Which investments do I use to balance safety vs. growth?  Learn how to use  the Pyramid Of Risk to help you determine the right investment allocation.
  • The 3 Methods For Generating Spendable Income from your retirement savings.  Each method has it's own strengths, and we'll cover all three in-depth.
  • This is one of 3 classes offered in The Visual Retirement Masterclass Series™: Upon enrollment, you will be given access to the other 2 courses in the series.
ADDITIONAL INFO
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
  • 1615945455-a116c3c64f2a4b31

    Reno Frazzitta, CFP

    Founder, Smart Money Financial Advisors
    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...
    Full Profile
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