21
Aug
Retirement Funding Strategies LONGMEADOW Adult Center
Description
OPEN TO ALL TO ATTEND: As you transition away from receiving a paycheck to retirement income sources, you will have important decisions to make. For most people, Social Security alone will not be sufficient to maintain your lifestyle. You've spent decades saving for your retirement--but how do you make sure that your savings will last as long as you do? We will discuss:
- Assigning a job for each of your assets
- 401k/403b/457 Drawdown: Does the 4% Rule still work?
- Determining the right pension payout option for you
- Anatomy of an Annuity
- The 3-Bucket Strategy for retirement funding
PRESENTED BY: Cyndi Stewart, ChFC
Date and Time
Thu, Aug 21, 2025
1:30p - 2:30p EST
Location
LONGMEADOW ADULT CENTER
211 Maple Road
Longmeadow ,
MA
01106