Retirement Income Planning

As you approach or enter retirement, your mindset must shift from accumulation to distribution. The consequences of a bad decision can be severe, so you'll want to carefully consider your decision from every angle. In this workshop we’ll discuss three basic questions retirees must answer: What kind of retirement lifestyle do I want? How much income will I need? How can I position my assets to provide that income? Your financial situation is unique, which means you need a retirement strategy that meets your needs. The bottom line: you want to maximize the ability of your retirement savings to provide the annual income you need throughout your retirement years. Presentor: Brian Lee, CFS* Financial Advisor at SESLOC Wealth Management. Plan to attend and start planning ahead. We look forward to seeing you! https://www.eventbrite.com/e/retirement-income-planning-paso-robles-location-tickets-44491014823