Retirement Income Planning
Turn Your Savings into a Retirement Paycheck
Retirement is about more than saving—it’s about creating reliable income that supports your lifestyle and keeps pace with inflation. In this workshop, we’ll share proven strategies for building income streams from investments, Social Security, pensions, and annuities, while reducing taxes and managing risk.
What You’ll Learn:
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How to calculate your income needs in retirement
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The “bucket” strategy for balancing growth and stability
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Coordinating Social Security, pensions, and investment withdrawals
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How to protect against market volatility and sequence of returns risk
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Tax-smart withdrawal strategies to keep more of your money
Who Should Attend:
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Pre-retirees and recent retirees
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Anyone concerned about running out of money in retirement
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Investors wanting a smoother, more predictable retirement income
Format & Environment:
Engaging, easy-to-follow, and interactive—designed to leave you with a clear action plan.
