F9: Retirement Reinvented II: Retirement Income & Investing

People today are living longer than at any time in history. In fact, your retirement years may outnumber your working years. Will you have enough money to be financially comfortable during retirement? Learn about retirement income perception versus reality and the nine reasons people fail financially in retirement. Retirement isn't merely the financial freedom to do what you want to do after your working years. One step to a successful retirement is knowing where your retirement income will come from. All sources of retirement income will fit into one of these groups: Income from government-sponsored programs; Income from employer-sponsored programs; and Income from personal savings and investments. In this session we will cover social security benefits, 401(k) plans, employer-sponsored plans, traditional & Roth IRAs, required minimum distributions, and systematic withdrawal programs. There's a retirement check list, so let's start checking off those items!

Purpose: Learn about the fundamental choices of investing and sources of retirement income

Facilitator: Stefan Contorno (Guest Presenter - Touchstone Wealth Partners)