10 Pillars of Retirement Income Planning Webinar


December 21
7 p.m. to 8 p.m.

Registration is free.

Your retirement needs a plan, but it can be hard to know how to even begin. By keeping your focus on just a few essential issues, you can increase your chances of enjoying a secure future.*

Join Chad Burton, CFP®, and Rob Black for a discussion on 10 of the most important issues facing retirees today. Chad will review:

  • How to calculate the true cost of retirement
  • Bond alternatives and retirement products that make sense in today’s low-interest-rate environment
  • How to rebalance your portfolio and when to take stock market gains off the table
  • How to create a tax-efficient distribution plan by targeting the correct accounts to draw from first
  • Social security maximization strategies
  • The importance of dividend paying stocks in retirement

Rob will discuss current market conditions and recent world events affecting your portfolio.

Click here to sign up

*Please note: Strategies discussed during this webinar are appropriate for individuals with $250,000 or more in assets.