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Retirement Income Planning

March 14 @ 11:30 am - 12:30 pm

Individuals and couples who are ready to retire often worry about whether their income strategies will last. This virtual seminar will help pre-retirees and retirees understand the key considerations ingenerating lasting income during retirement. We’ll cover a wide range of topics including regulatory changes in Secure Act 1.0 and 2.0, social security choices, tax smart strategies, and installing distribution guardrails for volatile markets.

Presented by Fran McKay of Catalyst Wealth Planning.

Email to receive the Zoom registration meeting invite to attend!


March 14
11:30 am - 12:30 pm
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