Retirement Income Planning
10.16.2019 | Schaumburg, IL
Event Date: 10/16/2019
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size ﬁts all” plan, there are steps you can take to increase the possibility of a ﬁnancially secure retirement.
Join us for a complimentary workshop where you‘ll learn:
- How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
- Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inﬂation
- How to supplement ﬁxed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the order to tap various accounts
Q&A on pension lump sum offers to follow workshop.
Don’t miss out — register now!
Date: Wednesday, October 16
Time: 6 pm
Location: Schaumburg Corporate Center
Andigo Headquarters | Suite 400W
1501 E. Woodfield Road | Schaumburg, IL 60173
Light dinner will be served — must register!
Andigo Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any ﬁnancial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all ﬁfty states of the United States of America. FR-2762020.1-1019-1121
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