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Retirement can feel complex and unpredictable, often leaving people overwhelmed or uncertain. It brings a mix of excitement and anxiety—and involves some of the most important financial decisions you’ll ever make. The years leading up to retirement (even 5–10 years before) and the early years after retiring are especially critical, as early choices can have a lasting impact on your financial well-being. Preparing now can help reduce stress and build confidence for the future.Join us for this educational workshop to learn essential strategies for securing your financial future. Designed to empower retirees and those approaching retirement, the session will help you navigate both the risks and opportunities of retirement so you can create a plan that provides clarity, stability, and peace of mind.
This interactive session will cover key topics, including:
Longevity of Savings: Will your savings last 25–30 years or more?
Inflation: How rising costs affect your purchasing power over time.
Market Dependency: Understanding how market fluctuations impact retirement income.
Withdrawal Strategies: Determining a sustainable annual withdrawal rate.
Social Security Optimization: Maximizing benefits for you and your spouse.
Healthcare and Long-Term Care Costs: Planning for rising medical expenses.
Tax Allocation: Reducing the impact of taxes during retirement.
Participants will also learn strategies for transitioning from saving and accumulation to reliable retirement income, helping create long-term financial stability and confidence.
Led by Jodi Bloom of Cornerstone College & Wealth Solutions, this workshop is designed for individuals within 10 years of retirement or those who have recently retired.
The program is open to all, and no registration is required.
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Event Venue
10 Robert Harp Dr, Livingston, NJ, United States, New Jersey 07039
Tickets
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