Professional Development: 7 Principles of Generating Retirement Income
Professional Development:
7 Principles of Generating Retirement Income
Provided by:
Ruben Gonzalez, Northeast /Retirement Director, Janus
Salvatore Bonetti, Financial Advisor, Baystate Financial
7 Principles for Generating Retirement Cash Flow
This comprehensive workbook and presentation assists advisors with client conversations about generating income in retirement.
Discussion topics include:
- Outspending your savings
- Consolidating cash flow
- Dividing long-term investment plans into shorter time periods
- The pitfalls of investing solely for income
- Why taxes matter
- Maximizing Social Security Benefits
- The role of guaranteed income solutions
Please note: If you wish to cancel your registration for this event, please be advised that The Chamber requires notification of cancellation at least 2 business days (no less than 48 hours before the start time) in advance of the event. Otherwise, no refunds will be issued.
Date and Time
Wednesday Sep 19, 2018
12:00 PM - 1:00 PM EDT
Wednesday, Sept. 19, 2018
12:00pm - 1:00pm
Parking is available in the parking garage just before our building. We do not validate parking. There is limited on street parking, but it is for 1 hr increments only. Additional parking is available across the street in the Kaplan parking lot.
Lunch will not be provided, please feel free to bring your own.
Location
Lewiston Auburn Metropolitan Chamber of Commerce
415 Lisbon Street
Lewiston, Maine
Fees/Admission
Member price: $25
Non-member price: $50
**Space is limited to 30 attendees**