SRL MoneySmart Week: Retirement Income Planning - Retire on your terms

Event Type: SRL Adults: Classes/Lectures/Workshops
Age Group(s): Adults
Date: 4/7/2014
Start Time: 10:30 AM
End Time: 12:00 PM
 Retirement can be a wonderful milestone to reach. It can also be a time of stress and uncertainty while attempting to get back on track with your retirement plans since enduring the recent “great” recession. Whether you are approaching or just entering retirement, this workshop may help you to improve your ability to meet your lifestyle goals and work to manage the financial risks of unwelcome life events. With many people now experiencing a retirement as long as their working years well into their 80’s and 90’s, don’t leave anything to chance! Topics will include:

• How should you estimate your retirement income needs?
• How much money will you need lump-sum to retire?
• How should you invest before and after you retire?
• How can you get back on track with your retirement plans?
• What are sustainable portfolio withdrawal rates and income strategies?
• What Social Security and Medicare options should you consider?
• What health, tax and estate planning strategies should you consider?

Presented by: Jon W. Ulin, CFPR, Managing Principal of Ulin & Co. Wealth
Management. Securities offered through LPL Financial Member , Investment Advice offered through Ulin & Co. a Registered
Investment Advisor and separate entity from LPL Financial. For a list of
states in which we are registered to do business, please visit
Library: Spanish River Library Boca Raton
Location: SRL Meeting Room (All)
Contact: Jon W. Ulin
Contact Number: 561-210-7887
Status: Closed