Barbara Walker Green

Retirement Income Planning Planning for a Financially Secure Retirement

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Understanding, planning, and managing your income is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks anymore, and will have less time to recover from potential mistakes.

Designed for anyone who is preparing for retirement or has recently retired, this course will help you determine the amount of income you’ll need during retirement, and present strategies that will help you properly allocate your assets and reduce – or even eliminate – taxes on your income. You’ll leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

We’ll discuss these important topics and more:

  • Estimating the income you’ll need in retirement
  • How inflation, taxes, healthcare costs and longevity can impact your planning
  • How to manage risk and allocate your assets
  • The major role Social Security plays in your income planning
  • How working can affect your retirement planning
  • Ways to reduce or eliminate taxes on your income
  • Strategies for generating predictable and reliable income for life
  • How to manage income streams from Social Security, pensions, and investments
  • Determining the best order to draw from various accounts

Event registration closed.

Date And Time

2022-11-15 @ 06:30 PM to
2022-11-15 @ 08:30 PM

Registration End Date


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