Join Us: 

Part 7 of our Journey to Financial Freedom is about retirement income planning, the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement. Join us to learn:

  • How to plan for when your retirement will start, how long it will last, and the retirement lifestyle you want
  • Steps to estimate the amount of money you'll need in retirement to meet your goals (factoring in health-care costs, taxes, and inflation!)
  • How to supplement fixed income sources such as Social Security, with your retirement savings (including investment strategies to consider, a sustainable withdrawal rate, and the best order to tap various accounts) 

Date: Thursday, November 18, 2021

Time: 11:00am PT/2:00pm ET

Duration: 1 hour

If you aren't able to attend the live webinar, feel free to register to get the replay. If you have any questions, please reach out to