After Hours Workshop - Managing Your Retirement Income

Description

How you accumulate wealth is very different from how you use it in retirement. Join us for an engaging, no-cost session that reveals how the investment and tax strategies that build wealth differ from the strategies to help you keep and enjoy it.

We’ll break down what this really means, and why it’s so important. During your working years, the goal is growth: saving, investing, and letting your money work harder for you. But once retirement begins, the focus shifts to preserving what you’ve built, managing taxes, and creating steady income that lasts. Just like a good recipe, the “magic” is in the mix - balancing growth, safety, and timing to make your retirement plan truly work for you.

Topics we will cover:

• Do I have enough income to cover retirement needs?
• Are my investments in the "right places"?
• How & when should I withdraw money from my investments?

There is no cost and no obligation to attend. Complimentary refreshments will be provided, including gourmet pizza and soft drinks. If you would like to book a consultation to talk about your unique financial situation, you will be provided with contact information at the end of the session.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management and Couture Financial are not affiliated.