28
April
Retirement Readiness Webinar Series - Investing in Retirement: What, Why, When and How
Description
Thinking of retirement and wondering what it may look like? Today, longer lifespans, escalating living expenses and economic uncertainty make it essential to diligently prepare and plan for the next 20-30 years of your life.
If you are 5 to 10 years from retirement, let us help you prepare for financial freedom and peace of mind in your golden years.
LWM presents: Retirement Readiness Webinar Series
In this series of four webinars, Rashida Lilani CFP® CPWA® will present on various aspects of preparing for a comfortable and financially secure retirement. Each webinar will be 30 minutes long with time allowed for questions. We encourage you to attend the entire series to get a comprehensive understanding of retirement planning fundamentals.
Topics and dates:
> Living in Retirement: What to Expect
Wednesday, April 14, 5:00PM – 5:45PM PDT
We will discuss the factors that can have a significant impact on your retirement plan and how you can prepare for a sustainable lifestyle. We will cover general areas of concern and provide tips on how to plan and chart your retirement blueprint.
> Income in Retirement: Your Sources of Income
Wednesday, April 21, 5:00PM – 5:45PM PDT
In retirement, your earned income will be replaced with other sources such as social security, pension and investment portfolio. But what is the optimum way to receive income from these sources? There are several considerations such as taxes, beneficiaries and economic conditions to name a few. We will discuss the pros and cons of receiving income from the various sources available to you.
> Investing in Retirement: What, Why, When and How
Wednesday, April 28, 5:00PM – 5:45PM PDT
Now that you are retired, should you stop investing in the stock market? The answer is a resounding no! But your approach now needs to be different and therefore how you invest matters. Longer lifespans, escalating medical costs and higher living expenses require that your portfolio continues to grow. We will discuss some sound investment strategies that can be utilized while in retirement.
> Planning for Healthcare in Retirement
Wednesday, May 5, 5:00PM – 5:45PM PDT
Over the last several years, healthcare and long-term care costs have been increasing at a rate more than twice that of normal inflation. We will demystify Medicare for you – the costs, benefits, coverage gaps and much more. Long-term care coverage and expenses will also be discussed. And finally, we will discuss options to offset and lower healthcare costs in retirement.
Topics and dates:
> Living in Retirement: What to Expect
Wednesday, April 14, 5:00PM – 5:45PM PDT
We will discuss the factors that can have a significant impact on your retirement plan and how you can prepare for a sustainable lifestyle. We will cover general areas of concern and provide tips on how to plan and chart your retirement blueprint.
> Income in Retirement: Your Sources of Income
Wednesday, April 21, 5:00PM – 5:45PM PDT
In retirement, your earned income will be replaced with other sources such as social security, pension and investment portfolio. But what is the optimum way to receive income from these sources? There are several considerations such as taxes, beneficiaries and economic conditions to name a few. We will discuss the pros and cons of receiving income from the various sources available to you.
> Investing in Retirement: What, Why, When and How
Wednesday, April 28, 5:00PM – 5:45PM PDT
Now that you are retired, should you stop investing in the stock market? The answer is a resounding no! But your approach now needs to be different and therefore how you invest matters. Longer lifespans, escalating medical costs and higher living expenses require that your portfolio continues to grow. We will discuss some sound investment strategies that can be utilized while in retirement.
> Planning for Healthcare in Retirement
Wednesday, May 5, 5:00PM – 5:45PM PDT
Over the last several years, healthcare and long-term care costs have been increasing at a rate more than twice that of normal inflation. We will demystify Medicare for you – the costs, benefits, coverage gaps and much more. Long-term care coverage and expenses will also be discussed. And finally, we will discuss options to offset and lower healthcare costs in retirement.
Date and Time
Wed, Apr 28, 2021
5:00p - 5:45p PST