Retirement Income Planning Planning for a Financially Secure Retirement
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
Organizer
Barbara Walker-Green knew at an early age that she had a knack with numbers. She was fascinated with her ability to make numbers tell an irrefutable story. She ultimately decided to build a career path based on her inherent ability to master them. Now, 20 years later she is the President and Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts, where she has a unique opportunity to combine her passion for people and numbers to do what she does best. Specializing in
- Retirement planning services
- Estate planning
- Investment advisory services
- Strategic financial planning
She provides state-of-the-art financial services to organizations, families, and individuals. Her combination of nearly two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Her people centered style of financial guidance has helped numerous clients realize long-term financial security and stability in a dynamic economy.
Barbara holds a Bachelors of Arts degree in Finance and a Master’s degree in Business Management. She is an Investment Advisor Representative and has more than 20 years in corporate and personal finance experience.
She has been featured in main stream media publications and television media including:
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- FOX News Houston – Live Monthly Financial Expert Commentary
- KHOU 11, Houston
- Forbes Magazine
- Wall Street Journal
- Reuters Magazine
- Senior Market Advisor Magazine (Cover)
- Black Enterprise Magazine
- RTT News
- Money Magazine
Venue
39,000-square-foot building at 11801 Shadow Creek Parkway, Pearland, offers multiple amenities, including a 100-seat teaching room, multipurpose community rooms, multiple private study rooms, a large magnetic wall toward the middle of the facility that can be used as a dry-erase board and an outdoor space with a small amphitheater