RETIREMENT INCOME PLANNING

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 class 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.