Financial Workshop

Retirement Income Puzzle Pieces Pension IRA 401K Social SecurityRetirement Income Planning (RIP) with Peter Hoffman

The investment strategies and mindset for those in retirement are very different from those preparing for retirement, focusing more on safety and draw down than savings and growth.
Topics to be discussed include creating a guaranteed income stream to cover basic needs, how to insulate yourself from stock market volatility, and when to draw down on your investment and retirement accounts to minimize taxes, maximize spending, and increase the odds that your savings will last as long as you will.


October 19th

7:00pm - 9:00pm


Meeting Room