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On demand | 7 principles of generating retirement income
Thank you for your interest in our event. Unfortunately, this webinar has passed. If you would like to watch a recording of the session, please click the link below.
This presentation assists clients with conversations and considerations about generating income in retirement.
Discussion topics include:
Outspending your savings
Consolidating cash flow
Dividing long-term investment plans into shorter time periods
The pitfalls of investing solely for income
Why taxes matter
Maximizing social security benefits
The role of guaranteed income solutions
Date: April 22, 2025
Time: 2 pm, ET
Duration: 61 minutes
Speaker: Rob Kelley, AIF®, CPFA, Director of Financial Wellness and Consulting
Connect with a local MMA consultant to learn more about this topic.