“Retirement Income Planning”
— Educational Event —
Planning for a Financially Secure Retirement
Retirement income planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. This course will show you how to position your assets, reduce risk and taxes, and plan for a financially secure retirement.
This course is designed for anyone who is preparing for retirement or has recently retired. You will learn how to determine how much income you’ll need during your retirement years and strategies that will help you to properly allocate your assets and reduce or eliminate taxes on your income.
Upon completion of this course, you will have a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.
In this class, you will learn:
How to estimate the income you'll need
during retirement
How inflation, taxes, healthcare costs and
longevity can impact your planning
How to manage risk and allocate your assets
How Social Security plays a major role in your
income planning
How working can affect your retirement
planning
How to reduce or eliminate taxes on your
income
How to generate predictable and reliable
income for life
How to manage income streams from Social
Security, pensions and investments
How to determine the best order to draw
from various accounts
PLEASE NOTE:
This course is bring offered multiple times. If you can’t make one of these days, there are other options for you.
Join us either on:
The Council of Financial Educators is an IRS-approved 501(c)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape. Understanding that millions of people have financial questions, as well as a unique set of circumstances and retirement needs, we offer educational classes and resources to the public to address these needs.