Financial Well-Being Education

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.

Event description.

Date: January 25, 2022

Time: 10 pm, CT

Duration: 50 minutes

Speaker(s):

First Name, title, certifications, Company Name

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