090 Retirement Roadblocks

In-Person | This class is completed

229 North 14th Ave Sturgeon Bay, WI 54235 United States

SC111

Adult

5/13/2024 (one day)

1:00 PM-3:00 PM CDT on Mon

This course will look at seven of the most common financial roadblocks to retirement using siblings Bill and Jill as examples as they head out on their retirement journey. It is intended for people preparing to start retirement as well as people already retired. The topics covered will be Longevity Risk, Inflation Risk, Sequence of Returns Risk, Withdrawal Rate Risk, Social Security Risk, Healthcare Risk, and Taxation Risk.

  • Presenter: David Lenius
    Coordinator: John Larson, 715-446-2658
    E-Mail: jmlpack@yahoo.com
    Date: Monday, May 13
    Session(s): 1
    Time: 1:00 p.m. - 3:00 p.m.
    Location: NWTC
    Limit: 30