Financial Literacy Month Webinar Series: Retirement Exit Strategies

RETIREMENT EXIT STRATEGIES

Cost: Free but you must register to attend.*

 

*You must register using your government email address

OVERVIEW

• Learn how to create an exit plan
• Understand how Federal Benefits create a key part
• Develop a 5 tiered plan that includes, investment, income, health care, tax and legacy strategies
• Learn how to create income streams that can’t outlive you
• Understand how to play the tax game to your advantage