Broker Check
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
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PT1H

Event Registration

Will you be able to attend this event?