This course is designed to teach you how to organize your assets to prepare for retirement, particularly in times of inflation and market volatility. It will help you determine if you are on track to retire at your desired age or earlier.
SHORT ON TIME? ATTEND BREAKOUT SESSION 2 – Retirement Income Planning & Social Security Optimization
- Sequence of Returns Risk/Retiring into a down market
- How to develop an Income Plan and account for inflation
- When to consider taking social security
- Common reasons retirees run out of money
Thursday, May 2, 2024 7:30 p.m. – 8:45 p.m.