Retirement is different today than it has been for previous generations – it may be a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

• How much risk is your retirement savings exposed to?
• Will you receive your full Social Security benefit?
• Can you create a retirement income plan that may last as long as you do?
• Do you have access to technology that can make your retirement easier to manage?
• Do you have a plan for taking required minimum distributions?
• Tax-Smart Planning – Learn how to create a tax-efficient investment strategy. Take advantage of new tax laws that help reduce your taxes throughout retirement.
• Is now the right time to consider a Roth Conversion?

At our Social Security and Retirement Workshop, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.