No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:

• Step 1: Planning for Taxes
• Step 2: What is Reliable Income built on
• Step 3: Dealing with second biggest thief of retirement
• Step 4: Your plan must address inflation and low interest rates
• Step 5: What about healthcare and long-term care
• Step 6: How do you know if you need an estate plan

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:

• The “silent killer” in retirement  
• Living in a low interest rate world
• What could be a BIG win in Taxes
• What does retiring during a downturn mean

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:

• Benefits of proper portfolio diversification
• How to prepare for the biggest expense in Retirement
• Maximize your safest source of income
• In retirement, income is the outcome

• How to take advantage of the new Stimulus Bill (Cares Act)
• Opportunities available to save big on taxes
• What is involved in a properly diversified portfolio
• The value of lower fees and expenses

• What can people do to keep themselves safe

• What do people need to know if isolating themselves is a challenge
• What are some of the critical things to know about COVID-1

• Why past retirement strategies may not work for you today
• The 4% rule and why it’s likely not right for you
• The new strategies for diversified income in retirement