Retire in Comfort Workshop is designed for individuals who are already retired or, planning to retire in the next 3 to 6 months.
This 3-part program provides overall comfort and a better understanding of how to manage the 3 “R’s”:
If you are taking regular income distributions from your accounts in order to replace the cash flow you received from your paycheck, you will also benefit from the following workshop topics:
How to manage your portfolio to provide a monthly paycheck during your retirement years
How to coordinate your budget, tax, insurance, estate, and investment professionals to help manage your affairs
How to manage risk and reward through up and down markets to protect and maximize your assets earning potential
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