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Issues in the accumulation phase - Part 2- Pensions and lifestyle Planning

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This show will focus on the issues in the accumulation phase of retirement financial lifestyle planning such as sources of retirement income that one must take into account when preparing for the three life events- old age, disability and death.

Sign up here for a FREE WORKSHEET on the 7 Sources of Retirement Income™ which an individual can use to identify their sources of retirement income in the event of disability, old age and upon death.  The WORKSHEET will also provide guidance on how to establish one’s desired retirement guaranteed lifetime ‘indexed’ income goal. The information when completed by the individual will provide the guide to knowing where the income gaps are, which source of income can be truly relied on and therefore how much more savings and investments is required TODAY and into the future to achieve one’s desired guaranteed lifetime indexed income.

Join us again on Feb 7th at 10 am EST for the final in the series on Retirement and Lifestyle Planning. You are also invited to signup at this link for access to two webinars which also has giveaways that were held on Jan 22nd and Feb 3, 2014. Click on the dates for the respective webinars to gain access.


Get bite-sized tips and ready to implement strategies in your inbox when you sign up here

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