Creating A Sound Financial Plan: Tips For Retirement Income Planning

This is a free seminar designed to help those who are currently in or getting close to the retirement phase. We will discuss the importance of having a sound financial plan while going through the retirement transition. Some common issues that will be discussed are figuring out whether retirees have enough money for their retirement and how to handle the actual retirement transition. We will also touch on the process of liquidating retirement and brokerage accounts to replace a retirees paycheck and sustain retirement spending. This event is not sponsored by or endorsed by the Helen Plum Library.