A Financial Guide to
Approaching Retirement
- WHO: Physicians in their 50s (and up)
- WHEN: Tuesday, November 7th
- TIME: 10:00 -11:00 am CST
- WHERE: Virtual/Online
If you cannot make it on Tuesday, you can still register and get the recorded replay.
Preserve your hard-earned capital and standard of living
Navigate cash flow planning and set realistic spending goals
Strategically approach Social Security for maximum benefits
With retirement approaching–and with the economy as uncertain as ever–it’s smart to address questions like:
- • Is my current investment strategy sound?
- • With inflation and a volatile stock market, how do I preserve my wealth?
- • How do I turn retirement assets into retirement income?
- • What moves can I make now to minimize my taxes in retirement?
- • How much should I have in cash reserves/emergency funds?
- • What about Social Security–what are my options there?
- • What are the best ways to make charitable gifts in retirement?
