Learn how to transition from work life to retired life in this educational workshop.

Whether you plan to stop work all at once or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retirement?

Where will your income come from? How can you make it last?

At this workshop you will learn:

• Why you need a retirement income plan
• 6 questions to ask before you retire
• How to determine how much income you will need in retirement
• The 4 primary sources of retirement income
• 4 popular withdrawal strategies and the pros and cons of each
• How retirement income is taxed
• 5 tax planning strategies in retirement
• A retirement income action plan