What is Retirement Planning 101 Anyway?
We’re hosting a free two-hour, intensive, hands-on retirement financial planning workshop at WMU Fetzer Center, Kalamazoo Valley Community College, and other locations throughout the Southwest, MI area.
Achieve Financial Confidence in Retirement
Our Retirement 101 course is a hands-on, in-depth look into the many nuances of retirement financial planning. Unlike other seminars that review basic principles, we focus on the important topics you need to understand to build a successful retirement plan and achieve financial security in retirement. We’ll review some actual case studies from our wealth management team and give you the opportunity to ask specific questions about your financial future.
Everyone who attends is eligible to receive a free, no-obligation, in-depth written retirement plan, tailored to your specific goals.
Retirement Planning 101 – What You’ll Learn
I. Filling the Gaps In Retirement
- “Retirement Gaps” and Income Planning
- Market Volatility and Sequence Risk
- Long-Term Care Planning and Strategies
- Longevity and NOT outliving your nest egg
- Tax Analysis for a Tax-Efficient Retirement
II. Retirement Income Planning
- Managing Market Volatility and Limiting Losses
- The Role of a Fee-Based Fiduciary
- Building Your Retirement Income Stream
- Pension and Social Security Optimization
- What’s Your Income Stream?
- The Transition from Accumulation to Distribution
IIII. Case Studies
Chuck Henrich, our Registered Investment Advisor, will walk you through real-world case studies using anonymous client data to bring all of this information together.
IV. Questions and Follow-up
You will have the opportunity to ask general questions throughout, and to book a followup meeting with our team to review your very own no-obligation, in-depth retirement plan.
*The class materials presented are for educational purposes only and are the exclusive property of Southwest Michigan Financial. They have not been reviewed or endorsed by any college or university.
Attend a Class
Upcoming Retirement 101 Classes:
November 11th @ 6pm:
Kalamazoo Valley Community College
(Groves Campus)
December 4th @ 6pm:
Albion College
