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  • Retirement Planning Class

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    Name: Retirement Planning Class
    Date: May 23, 2019
    Time: 5:30 PM - 6:30 PM CDT
    Event Description:
    Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

    In this class on Retirement Income, you’ll learn:
    • How to plan for when your retirement will
    start, (including the impact of early retirement,
    delayed retirement, and working in retirement),
    how long it will last, and the retirement lifestyle
    you want
    • Steps to estimate the amount of money you’ll
    need in retirement to meet your goals, factoring
    in health-care costs, taxes, and inflation
    • How to supplement fixed income sources such
    as Social Security and an employer pension with
    your retirement savings, including the products
    and investment methods you should consider, a
    sustainable withdrawal rate, and the best order
    to tap various accounts

    Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and JGA are affiliated.
    Location:
    300 E. Washington St
    East Peoria, IL 61611
    Contact Information:
    RSVP with Scott Fisher at 309-699-6608 or at sfisher@midwesternsecurities.com
    Fees/Admission:
    Free
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