During this workshop, we will walk through the process for building out an effective retirement income plan. From Social Security and Pensions to Annuities and Asset Allocation, we’ll cover how to develop a retirement income plan.

We will discuss:

– How long of a retirement should I plan on?

– What is my retirement income style?

– What is the 4% rule?

– What is the appropriate mix of stocks and bonds in retirement?

– Will my income needs change throughout retirement?

– How should I deal with sequence of returns risk?

– What age should I consider taking Social Security?

– How can I reduce my tax bill in retirement?

– How do I deal with rising healthcare, inflation and taxes in retirement?

Don’t miss out, register today!

During this webinar, the facilitator may promote their services and/or written publications. NMA makes no representation or warranties (express or implied) about the quality of accuracy of the information contained in the webinar materials or services offered by the facilitator. NMA policy requires all facilitators to disclose any financial or other interest in all products, services, instruments, devices, or materials used during this learning event.

For any questions or technical assistance, please call the NMA Office at (937) 294-0421.

NMA is committed to providing a welcoming and inclusive environment for all its staff and members. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other protected category as outlined by applicable laws.