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Will You Have Enough Income in Retirement?

Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

In this seminar you will learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want

  • Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation

  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts

    You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


Please RSVP to Kim Feuersanger at advisor@trianglefa.com or call 919-789-3098.

 

Presented by Lorraine Johnson, CFA, CFP®, ADPA®
President, Triangle Financial Advisors LLC

Co-Sponsored by Erin Cohen, Realtor, Fathom Realty


Agenda:
6:00 PM - 6:30 PM - Networking and Heavy Hors d'oeuvres
6:30 PM - 7:30 PM - Seminar

Location:
Tuesday, June 27, 2017 6:00 to 7:30 PM
Cantina 18 Restaurant
433 Daniels Street, Raleigh 27605


Directions: Click the link for directions to Cantina 18 Raleigh: http://bit.ly/2sm5RDj






 
 
 
 
 
 
 
 


 
 
 

Copyright © 2017. All Rights Reserved. Triangle Financial Advisors | 2301 Rexwoods Dr., Ste. 100 | Raleigh, NC 27607 | Phone (919) 789-3098

Securities and Investment Advisory Services offered by Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance offered through Triangle Financial Advisors, LLC and is not affiliated with Royal Alliance Associates, Inc.



This communication is strictly intended for individuals residing in the state(s) of CA, DC, DE, FL, IL, MD, NJ, NY, NC, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.