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Designing Sustainable Retirement Income

April 25, 2018 @ 6:30 pm - 8:30 pm

- $25

Join us for the answers to all of your questions! You saved and invested. Retirement accounts have grown. The time has (or will) come that you want to switch from working and saving to generating and enjoying reliable income from your savings. The transition involves making choices, setting priorities and managing risk. The instructor will emphasize strategies and tactics proven to successfully generate streams of sustainable income that maximize lifestyle and financial security. If you have a 401(K), 403(B) or IRA and want these assets to create income, while being smart about risk and taxes, this class is for you. This interactive workshop will focus on asset allocation, investment selection, and strategies for mitigating risk and minimizing taxes. There will be a question and answer period.


April 25, 2018
6:30 pm - 8:30 pm
Event Category:


Concord, MA 01742 United States + Google Map