This program is designed for individuals within 10 years of retirement or those who have recently retired. Join us to learn essential strategies for securing your financial future from experts who are dedicated to empowering retirees like you.
What Will You Learn? In this interactive session, we’ll cover vital topics, including:
• Longevity of Savings: Can your savings last 25–30 years or longer?
• Inflation Impact: How does inflation affect your purchasing power over time?
• Market Dependency: Is your retirement income too reliant on market performance?
• Withdrawal Strategies: How much can you withdraw annually without risking running out of money?
• Social Security Optimization: Maximize benefits for you and your spouse.
• Healthcare & Long-Term Care Costs: Prepare for rising medical expenses in retirement.
• Tax Allocation: Minimize the impact of taxes during retirement.
This workshop is purely educational, focused on equipping you with knowledge rather than selling products. Our goal is to help you navigate the risks and opportunities of retirement, enabling you to design a secure retirement plan that brings you peace of mind.