Retirement by Design: Income & Investment Planning

Planning for retirement is not just about saving. It's about creating a strategy that helps turn your savings into dependable income throughout your retirement years. Join Lisa Ward, Founder of Plumb Financial, as she shares practical guidance to help you align your financial resources with your long-term goals while navigating challenges such as inflation, market volatility, healthcare expenses, and longevity planning.

With a passion for helping individuals achieve their life goals through sound financial planning, Lisa believes that financial literacy empowers people to make informed, confident decisions about their future. Drawing on years of experience, she will provide valuable insights to help you build a retirement plan designed for both stability and flexibility.

• How to estimate your retirement income needs and evaluate how long your savings may last.
• Strategies for maximizing Social Security and retirement account withdrawals.
• The differences between investment and income options, including mutual funds, ETFs, annuities, and IRAs.
• How to create a withdrawal strategy that balances your lifestyle needs with long-term financial security.
• Ways to manage common retirement risks, including inflation, market fluctuations, and healthcare costs.

Whether you're approaching retirement or already retired, this session will provide practical tools and insights to help you confidently plan for the future.

Lisa Ward is the Founder of Plumb Financial and is dedicated to helping individuals and families achieve their life goals through sound financial planning. Her mission is to improve financial literacy and empower people to make informed decisions that support lasting financial well-being.