retirement income planning seminar

New Dreams Just Around the Corner

Painting a Better Picture for Your Retirement

Seminar: Dates in March and April
Webinar: Tuesday, March 13

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 complimentary workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


Registration Closed

Look for new dates in 2019. Interested in scheduling a meeting with one of our financial advisors to discuss retirement income planning? Email kwright@southeastfinancial.org.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional. FR-1718006.1-0217-0319