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Retirement Income Planning - Creating Lifetime Income in Retirement


Enrichment - Adult / Financial -
2022/2023

How to organize key items and prepare to use strategies to develop and implement your retirement growth and income plan.


Methods to create a diversified monthly income program for retirement needs and to supplement social security.

Invest using conservative, predictable investment strategies in an uncertain market.

Strategies for tax deferred investment programs/ tax free bonds & methods to pass money to family members.

A review of fixed and indexed annuities – to earn a guaranteed interest rate over time – without loss of principal – even in a rising interest rate environment.

Key areas discussed; IRA, Roth IRA, 401k Plan, social security, annuities, bank programs.

Portfolio examples and economic and market update provided with a question & answer period.

 October 2022 
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1209-22F01

  Jonathan Strong


Troy Learning Center
Thursday, Oct 27
6:00 - 7:15 PM

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Min Age   18 yr.