Financial Workshop Series with Peter Hoffman

3-Part Financial Workshop Series With Peter Hoffman

Session 3: Retirement Income Planning

 You saved for many years and now, in retirement, you will have the very different challenge of how to make your savings last for the rest of your life, and perhaps leave a legacy. The investment strategies and mindset for those in retirement are very different from those preparing for retirement: the focus shifts to safety and drawdown, instead of savings and growth.

Topics include:

  • How you can create a guaranteed income stream to cover basic needs
  • How to use a “bucket strategy” to insulate yourself from the stock market’s volatility
  • Drawdown strategies you can use to minimize taxes, maximize how much you can spend, and increase the odds that your savings will last as long as you will.

Program presented by Peter Hoffman, MBA, CFP, RLP, a Certified Financial Planner professional with Orion Wealth Advisors in Lexington.  Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor.


When:

October 28th

7:00pm - 9:00pm

Location:

Meeting Room