Events & Seminars

Retirement Income Planning: Planning for a Financially Successful Retirement

Date: August 23, 2017

Time: 5:30 - 6:30 pm

Location: Kutztown Financial Center

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 you 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 help increase the possibility of retiring with confidence.

In this seminar 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 you goals, factoring in healthcare costs, taxes and inflation.
  • How to supplement fixed income sources such as Social Security with your retirement income savings, including investment strategies/concepts you should consider.

Register Now