Retirement Income Planning Seminar


You've spent a lifetime accumulating money for your retirement. You've saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforseen events.

How do you envision your retirement? Many people envision themselves playing golf at the local country club, taking a cruise and traveling to new destinations, or purchasing a new vacation home.

Do you have sufficient retirement savings to last throughout your retirement years and still enjoy the hobbies and plans you have envisioned? Will you have enough assets left over to leave to family members or your favorite charitable organizations?

The quality of your retirement lifestyle may depend a great deal on the financial decisions you make when you retire. Some of these decisions can be very complex and may involve some issues you have failed to take into consideration.

What happens when you retire? The rules are different from when you were working. After all, you want to avoid the retiree's biggest fear: running out of money during your lifetime.

Although you may already have been making changes in your life in anticipation of retirement, when you actually get there, it may be necessary to change course by modifying your habits and attitudes about how you invest and spend money.

Fortunately, there are sound ways to help stretch your retirement income. At this informational seminar you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this seminar and contains information you will want to remember from this presentation.