Speaker Name(s): Paul Fettes CFA, CFP Description: “Retirement kills more people than hard work ever did.” – Malcolm S. Forbes. To enjoy your golden years, you should take as many stressors as possible off the table. Financial worry is a big category. You have retirement dreams ahead. It is time now to focus your financial planning activity. This workshop will take a detailed walk through the 6 steps of building a solid retirement financial plan. The session will cover financial objectives and needs in retirement, income sources, identification of problem areas and corrective measures, tax & investment issues. This workshop ties together all the concepts we have learned so far. Finally, you will create an action plan. “Plans are only good intentions, unless they degenerate into hard work.” – Peter Drucker.
Questions and discussions are encouraged and are an integral part of this workshop.