Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.
In this seminar on Retirement Income Planning, you'll learn:
• How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
• Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
• How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts
You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
This seminar – brought to you at no cost through Clelan Financial Advisors and the PNA Foundation – will help you plan for your retirement.
Tuesday, October 14, 2014, 12 noon to 1 p.m. To register for this no-cost webinar, email Kathleen Landis or phone her at (717) 703-3012.
Presenter: Douglas Clelan, co-founder and owner, Clelan and Company Financial Advisors