Broker Check

LinkedIn YouTube

RLB Financial



Retirement Income Planning

Share |
Retirement Income Planning

June 20, 2017

6:30p - 8:00p Pacific Standard Time

Ventura Adult and Continuing Education

Ventura Adult and Continuing Education

5200 Valentine Road

Ventura, CA 93003



Holly Taylor [email protected]


Robert Baltzell AFEA Instructor

Event details:

American Financial Education Alliance

What You Will 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 best order to tap various accounts

Event Registration

Thank you!

Error processing your request. Please try again at a later time.