In this educational workshop, we’ll cover key topics that may impact your retirement:

• Income Planning: Where will your retirement paycheck come from, and will it last? Learn how different income sources work together and what to consider when creating a reliable income plan.
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• Sequence of Returns: What happens if the market drops early in retirement? Understand how timing and withdrawals may impact your income and long-term plan.
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• Wealth Management: How should your investments be structured in retirement? Explore how market changes and volatility may influence your overall strategy.
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• Tax Planning: How could taxes affect your retirement income? Learn how different income sources may be taxed, when strategies like Roth conversions may or may not make sense, and what to consider when planning for tax-efficient income and wealth transfer.
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• Future Tax Law Changes: Could future changes impact your retirement plan? Understand how evolving tax laws may affect income and planning decisions over time.