Retirement Income Planning
March 28, 2017
6:00 PM - 7:30 PMView Details
Elevations Credit Union Broomfield/Westminster Branch (VIEW MAP)
4750 West 120th Avenue, Unit 700, Westminster
In this seminar you will learn the following:
• 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 work book contains key information, worksheets, and questions to help you remember important points from the seminar.