About this Event
This retirement-focused session will guide you through smart, practical strategies to protect your income, minimize taxes, and create a secure financial legacy for your family.
Together, we’ll explore how to:
🌾 Turn your savings into reliable income streams
💰 Protect your financial “harvest” from risk and taxes
🏡 Plan your legacy with confidence and clarity
Agenda
Preparing the Ground — Setting Your Retirement Vision
Info: What does financial security in retirement mean to you? What lifestyle do you want to maintain or grow into?
Cultivating Income Streams That Last
Info: How to turn savings into sustainable retirement income.
• Social Security timing strategies
• Pensions, annuities, and guaranteed income
• Managing withdrawals and avoiding outliving your money
Protecting the Harvest — Safeguarding Your Wealth
Info: • Minimizing taxes in retirement
• Health and long-term care planning
• Life insurance as a tool for protection and legacy
• Estate planning basics (wills, beneficiaries, trusts)
Sowing Seeds for the Generation & Closing
Info: • Legacy and charitable giving ideas.• Workbook: Harvest Your Wealth: Retirement Planning Guide • Complimentary 1-on-1 Consultation Invitation
Event Venue & Nearby Stays
340 Marina Blvd, 340 Marina Boulevard, Pittsburg, United States
USD 0.00
