Smarter You - Retirement Income Planning

by Brandon Miller on Nov 2, 2022

Retirement Planning

Retirement income planning? What exactly is it? By planning now for how you are going to spend down your savings, you can save a lot of unnecessary stress and properly enjoy your retirement.

Learn how to set yourself up for success in retirement at Smarter You – Retirement Income Planning which took place on October 28^th from 12:30 – 1:30 PM. Gene Elliott, one of our wonderful financial advisors is leading the discussion and walks through all the steps necessary to learn how you can keep that cash flowing even when retired. Because retirement doesn’t mean you should stop having fun.

If you have questions, please send them to us and share the link with anyone who you think might enjoy and benefit from hearing about retirement income planning options. There are many ways to make your money work for you so let us guide you to the best path for you.

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.