Description

Michael Finke, PhD, CFP® is a nationally renowned retirement income researcher who will discuss a simple framework for creating a goals-based retirement income strategy! Many retirees use savings to pay for lifestyle expenses.

Learn what it means to weigh upside and downside investment risk on the pathway to retirement and how to develop a goals-based strategy to fund a retirement lifestyle. Topics will include:

• The lifestyle implications of financial risk

• Creating a strategy for funding flexible and inflexible expenses

• The impact of taxes

• Addressing lifestyle and legacy risk concerns

Space is limited, so please register today by clicking on the link below:

REGISTER HERE