Retirement Roadmap: Understanding Retirement Income
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Retirement Roadmap: Understanding Retirement Income
Wednesday, October 7 | 1:00pm – 2:00pm
Clemens Center Upper Lobby
To facilitate the discussion, workshop participation is limited to the first 30 people to register.
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Preparing for retirement? Already retired but looking for additional guidance? John G. Ullman & Associates welcomes you to join us for an in-person workshop as part of our Retirement Roadmap Financial Education Series, focusing on the topic of retirement income. This in-person session will be held on Wednesday, October 7 at 1:00 pm at the Clemens Center and will be led by Shawn Twigg, CFP®, Advisor, and Spencer Keller, Associate Advisor. The presentation will cover a variety of retirement income and retirement planning topics, including:
Understanding Retirement Income Basics
Social Security Considerations & Optimization
Creating Multiple Income Streams
Investments & Retirement Income
Tax Strategies in Retirement
Building a Sustainable Spending Plan
Planning for Market Volatility & Economic Changes
Tools & Resources for Retirement Income Planning
Early registration is encouraged, as each registrant will receive a presentation booklet packed with information pertaining to all of the topics listed above. Questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Dates/times/programs are subject to change.
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This event is free, and we encourage our neighbors, friends, and loved ones to participate. Secure your spot by registering.
Wednesday, October 7 | 1:00pm – 2:00pm
Clemens Center Upper Lobby
To facilitate the discussion, workshop participation is limited to the first 30 people to register.
----------------------------------------
Preparing for retirement? Already retired but looking for additional guidance? John G. Ullman & Associates welcomes you to join us for an in-person workshop as part of our Retirement Roadmap Financial Education Series, focusing on the topic of retirement income. This in-person session will be held on Wednesday, October 7 at 1:00 pm at the Clemens Center and will be led by Shawn Twigg, CFP®, Advisor, and Spencer Keller, Associate Advisor. The presentation will cover a variety of retirement income and retirement planning topics, including:
Understanding Retirement Income Basics
Social Security Considerations & Optimization
Creating Multiple Income Streams
Investments & Retirement Income
Tax Strategies in Retirement
Building a Sustainable Spending Plan
Planning for Market Volatility & Economic Changes
Tools & Resources for Retirement Income Planning
Early registration is encouraged, as each registrant will receive a presentation booklet packed with information pertaining to all of the topics listed above. Questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Dates/times/programs are subject to change.
----------------------------------------
This event is free, and we encourage our neighbors, friends, and loved ones to participate. Secure your spot by registering.
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Where is it happening?
207 Clemens Center Pkwy, Elmira, NY, United States, New York 14901
Event Location & Nearby Stays:
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Host or PublisherClemens Center
