Free workshop -Retirement Income Planning

The Retirement Income Planning process helps answer the question, “How much income do I need to draw from my personal assets…and when?” What does your financial life look like after work? Do you know what it would take to create a sustainable income stream in retirement?

Join us for this free educational seminar to:

• Review the main factors you need to consider as you plan for retirement

• Discover 4 strategies for drawing retirement income from your assets

• Identify the strategy best able to help you pursue your retirement income needs

• Learn the hallmarks of a “best-case strategist”

Join us on either one of these two dates
(same material will be presented twice):

Wednesday, June 20 at 6:00pm

Thursday, June 21 at 6:00pm

Seminar includes a light meal and will be held at the Boys & Girls Club (600 Racine St, Menasha).

Please RSVP by filling out the form below or by contacting Tiffany Person by Monday, June 18, 2018 at 920-882-4783 or [email protected]



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