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Retirement Income Planning*

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Learn all about timing your retirement, ways to estimate the funds you’ll need, details on supplementing fixed income sources, and more.

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Ready to build a solid retirement income plan? This in-depth seminar can help with tips on timing the start and length of your retirement, plus ways to estimate the funds you’ll need, factoring in healthcare costs, taxes and inflation. You’ll walk away understanding how to supplement fixed income sources like Social Security and an employer pension with your retirement savings. That includes knowledge of products and investment strategies, a sustainable withdrawal rate and the best order to tap various accounts.

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