Retirement is just around the corner.  You’ve worked hard and saved diligently. It’s time to turn your hard-earned savings into a reliable, consistent income stream.  Determining your retirement readiness and ensuring a successful transition into retirement requires a well-thought-out, thorough wealth management plan. A comprehensive retirement plan puts you on the right track.

ABOUT THE WORKSHOP

In this 1-hour educational workshop explore the elements of a comprehensive retirement plan.  We will cover:

• How to balance growth and safety in your portfolio
• How to transition your savings into income and the optimal time to “turn on” income
• How to plan for Inflation, Market Volatility, and Rising Interest Rates
• When to time rollovers/transfers for optimal income
• Outside-the-box concepts to minimize taxes & avoid early withdrawal mistakes
• How to AVOID MISTAKES when you transition from wealth accumulation to wealth distribution
• Forward-thinking tax-planning strategies for Roth conversions to help you minimize taxes and keep more of your hard-earned money
• How longevity and dual-income spouses impact Social Security claiming strategies and the impact of IRMAA
• Alternative solutions for healthcare and long-term care expenses

Wealth management is more than identifying the investments with the best returns. The strategies we employ at Outlook Wealth Advisors consider not only your investments but also your income needs, address the tax and legal consequences, healthcare and long-term care needs, and plan for the efficient transfer of assets to your heirs.  If an objective opinion and “personal touch” are important to you we’d love to meet you at one of our workshops.  As both CPAs and Certified Financial Planners with over 25 years of experience as retirement specialists, we offer a unique perspective in building complete and thorough financial plans.

Workshops are best suited for those who have saved at least $500,000 for retirement outside the value of any real estate holdings.