Sound Retirement Planning Webinar

Jason is going to cover…

• 7 Retirement Withdrawal Strategies
• Create an asset allocation strategy designed for retirement.
• How to know if you are on track to retire with confidence.
• Will your spouse be OK if you were to die early?
• How should you be investing now with high stock valuations and rising interest rates.
• Will you become a burden either physically or financially?
• Have you saved enough for retirement?
• Learn why retirement is all about cash-flow and not your net worth.
• Is Social Security broke?
• When to claim Social Security as part of a retirement income plan.
• How to stress test your plan against stock market risk, inflation, death of one spouse, and long term care.
• Consider the tax implications of your planning.
• How to create a 3 bucket system for diversification in retirement.
• How to put all of the pieces of the retirement puzzle together.