Retirement Income – 5 Action Items to Chart Your Course
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions.
Join us for an educational workshop where we’ll focus on strategies designed to help you:
• Make the most of your retirement income streams
• Tap into your retirement accumulations
• Understand retirement plan distribution rules
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Protect your income and assets from the unexpected
• Prepare for a more comfortable and rewarding retirement lifestyle
Optional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
No charge, no honorarium, no mileage costs. This guest speaker is free to groups in Phoenix!
Katrina C. Lessard, CFP®, AEP®
Founder & CEO , Lessard Wealth Management
Financial SpeakerMs. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been...
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