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Date:
August 24, 2022
Time:
6:00 PM - 7:30 PM
Location:

New Haven Community Center

Address:
7500 SR 930E
Fort Wayne, IN 46803
Contact:
260-749-2212
Email:
Cost:
Free. Registration is Required
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Retirement Income Planning

Wednesday, August 24, 2022

Alec Smith will host a series of three Financial Planning lectures will be held over three different sessions between May through August 2022.

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

Call 260-749-2212 or go to newhavenparksandrec.org to register.

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