467 Main St, Wakefield, MA 01880
Seating is limited, so sign up today!
No Charge to Attend!
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. But the rules are different when you retire. Now you have to make decisions about how to generate a steady income stream. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events, and understand the impact of taxes.
It’s up to you to decide how to create that regular monthly retirement paycheck. Financial success in retirement requires answering two important questions: “How do I invest the money I’ve saved?” and “How much income can I plan to live on each month without running out?” No matter how well you’ve done answering the first question, finding the answer to the second question may, on its own, determine financial success or failure in retirement.
Fortunately, there are sound ways to help answer these two questions and stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.
Join us at Americal Civic Center for an informational workshop covering retirement income strategies on Tuesday, March 26 from 6:00-7:30 PM.
This focuses on sound financial strategies that may help you prepare for a successful retirement
This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement