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 healthcare 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.
Date: August 13, 2014
Time: 12:00 PM - 1:30 PM
Location: Elevations Credit Union Diagonal Branch, Boulder
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Address: 2960 Diagonal Highway, Boulder CO 80301
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