Retirement Income Planning
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last?
At this workshop you will learn:
- Why you need a retirement income plan
- 6 questions to ask before you retire
- How to determine how much income you will need in retirement
- The 4 primary sources of retirement income
- 4 popular withdrawal strategies and the pros and cons of each
- How retirement income is taxed
- 5 tax planning strategies in retirement
- A retirement income action plan
Robert S. Davis
Instructor
Bob is a Certified Financial Planner, CFP®, who began his financial planning career in 1998. He has actively pursued his education ever since, participating in numerous professional study programs and completing many advanced courses in the financial advisory field. He is President of Financial Compass Corporation.
Options
SRTP-F-26
Starts Tue, Dec 1st 2026
6:30 - 8:30 PM
Su
M
Tu
W
Th
F
Sa
Price: $19.00 - per person
Min Age 55 yr.
Instructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Tue, Dec 1st 2026 | 6:30 - 8:30 PM | Wayzata Central Middle School CMS |
Map / Location
