A Protected Approach to Retirement Income Planning
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A Protected Approach to Retirement Income Planning
Monday, September 18, 2023 (11:00 AM - 12:00 PM) (PDT)
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:
Zoom
Monday, September 18, 2023 (11:00 AM - 12:00 PM)
(PDT)
1 Hour
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