Event Details

Smarter You Series - Retirement Income Planning

Date: October 28, 2022
Time: 12:30pm-1:30pm

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 on October 28th from 12:30 – 1:30 PM. Gene Elliott, one of our wonderful financial advisors is leading this discussion and will walk 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 before the talk 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.  


To join the video conference please use the following link: https://us02web.zoom.us/j/415 2153282 

Or you can call in using the information below: 

Dial In Number: (669) 900-9128 

Meeting ID: 415 215 3282 

Let’s work together to get you prepared for your next phase in life.