Making Your Money Last - Income, Home Decisions, and Legacy Planning

Making Your Money Last: Income, Home Decisions & Legacy Planning

Are you confident your savings will support the lifestyle you want — for as long as you need it?

Join us for an informative and easy-to-understand seminar designed for members who are planning for — or already enjoying — retirement. We’ll cover practical strategies to help you turn your savings into reliable income, make smart housing decisions, and simplify your financial life for the future.

During this session, you’ll learn:

• How to create steady income from your retirement accounts
• Smart strategies for drawing down assets while managing taxes
• Key considerations when deciding whether to downsize or stay in your home
• How to protect yourself from common financial risks
• Simple steps to organize your finances and ease the burden on loved ones

This educational workshop is focused on helping you feel confident, informed, and prepared for the years ahead — without complicated financial jargon.

Bring your questions and join us for this valuable discussion.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher North Shore Community Branches