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Evaluation

Breakout Session

Educational Breakout Sessions | Block 8

Navigating the Critical Ages of Retirement Income Planning

Friday, September 29, 2023
9:00 AM – 10:00 AM MST
Location: PCC: North 131
Complexity Level: Intermediate
As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one. The risks many retirees face is many – from longer life expectancies, dwindling pensions, and rising healthcare costs to concerns over Social Security trust funds insolvency. From ages 50 to 75, Join Heather Schreiber as she guides you on the journey to an informed and empowered retirement.

Learning Objectives:

  • Identify the critical ages along the contiunuum of preparing for and navigating retirement planning decisions with confidence.
  • Review the rules associated with each age milestone and identify the suitable candidate for use of the age-based strategies.
  • Recommend a timeline of actionable steps based upon the age demographic of clients to increase retirement savings and avoid pitfalls in planning for retirement.