How to Retire With Confidence: Financial Planning Essentials For Retirees
Date and Time
Thursday Jun 5, 2025
6:30 PM - 7:30 PM EDT
Thursday, June 5th at 6:30 p.m.
Location
Lakewood Ranch Library (16410 Rangeland Parkway, Lakewood Ranch, Florida, 34211) - Get directions HERE!
Fees/Admission
This is a free event!
Contact Information
Call 607-936-3785 or email sargentr@jgua.com or townsends@jgua.com
Send Email
Description
Preparing for retirement? Already retired but looking for additional guidance? John G. Ullman & Associates welcomes you to join us for an in-person workshop event, focusing on the topic of retirement income.
Register HERE
The in-person session will be held on Thursday, June 5th at 6:30 p.m. at the Lakewood Ranch Library (16410 Rangeland Parkway, Lakewood Ranch, Florida, 34211) and will be led by Associate Advisor Scott Townsend, CFP®. Scott will cover a variety of retirement income and retirement planning topics, including:
- Understanding Retirement Income Basics
- Social Security Considerations & Optimization
- Creating Multiple Income Streams
- Investments & Retirement Income
- Tax Strategies in Retirement
- Building a Sustainable Spending Plan
- Planning For Market Volatility & Economic Changes
- Tools & Resources For Retirement Income Planning
Early registration is encouraged, as each registrant will receive a presentation booklet packed with information pertaining to all of the topics listed above.
