Financial Fitness with Gary Offenbacher
A guide to help our industry family secure their future.
Event Details
December 17th – Retirement planning is all about figuring out how much income you will need to have a comfortable retirement and putting a plan in place to get there. We will discuss some key planning strategies to help you set that journey of preparation in motion. Retirement can be complicated! Secure your tomorrow, TODAY!
Discussion topics include:
· Retirement Income – Defined Benefit vs. Defined Contribution
· Social Security as part of the plan
· Health Insurance in Retirement and how it works
· The Power of Compounding and the 15% target
· Traditional vs. Roth IRA
· Housing and Debt in the Retirement Years
· Long Term Care Options
· Risk Tolerance and Withdrawal Strategy
· Timing, RMD’s, Risk Tolerance and Inflation.
· Costs Associated with Retirement Accounts
· Questions and Answers
