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Financial Well-Being Education

Webinar | 7 principles of generating retirement income

This presentation assists clients with conversations and considerations about generating income in retirement.

Discussion topics include:

Outspending your savings
Consolidating cash flow
Dividing long-term investment plans into shorter time periods
The pitfalls of investing solely for income
Why taxes matter
Maximizing social security benefits
The role of guaranteed income solutions

Date: April 22, 2025

Time: 2 pm, ET

Duration: 60 minutes

Speaker: Rob Kelley, AIF®, CPFA, Director of Financial Wellness and Consulting

Event description.

Date: January 25, 2022

Time: 10 pm, CT

Duration: 50 minutes

Speaker(s):

First Name, title, certifications, Company Name

Business woman or lawyer accountant working financial investment on office. insurance protective hand over house for protection and care, Concept of home and real estate Property insurance.

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