About this seminar

Retirement Seminar

As the age of pensions passed, retirement saving suddenly fell to the individual employee to manage. We are still dealing with the consequences of this change, and retirement has certainly not grown easier because of it.

People can alleviate many of these retirement challenges by simply working with a financial professional to design an income plan. A financial advisor helps clients arrive at a comfortable level of risk, which can determine how the different savings accounts are used and when they are to be used.

seminar breakdown

Benefits Of Working With An Advisor

Here are just a few benefits of working with an advisor to build a retirement plan:
  • Mitigate tax impacts during retirement years
  • Time rollovers and transfers for optimal income
  • Plan for inflation’s effects on retirement income
  • Determine monthly income amounts down to the dollar
  • Figure out how to optimize, rather than maximize, Social Security
  • Decide on the best year to retire

While many investors own stocks, bonds, ETFs and mutual funds, they don’t have a financial plan. They haven’t figured out how to move their portfolios from the growth phase into the security phase, so they don’t know what their monthly income in retirement will be.

Ignorance isn’t bliss when it comes to retirement planning. With a financial plan, people can see more clearly how to resolve the pressing issues that reaching retirement now presents.

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