Despite COVID and the challenges it may be posing for you, postponing or ignoring your retirement planning is not recommended. If you…
…have already started your retirement plan, but want to feel confident about the path you’re on
…have not started planning but want to begin, and aren’t sure where to start…
you’ll want to join me for an education webinar that explains the basics of retirement planning!
I’m going to give you the steps that I use in my process when I’m helping clients with their retirement planning.
The four areas I’ll cover are:
• 9 factors to help you determine how much money you’ll need
• The tax implications of various types of retirement assets
• Understanding the effect of interest and withdrawals
• What a midterm asset is and why you need one
After attending the webinar, you should be able to use these tips to guide you in your decision-making process, and you’ll walk away with some new knowledge you can use immediately.