The name says it all. What are the fundamentals - the core - of successful management of finances during retirement? Core Retirement Strategies offers a practical guide to establishing that financial framework The course covers key topics such as maximizing Social Security benefits, understanding required minimum distributions, and developing sustainable spending and investment strategies. Participants will learn how to design a balanced retirement portfolio, create a “pension-like” income stream, and plan for potential long-term care needs. By the end, you’ll have a clear framework for building a secure and flexible retirement income plan.

Since 2003, David Chudyk, Certified Financial Planner ™ has been helping clients make the right financial decisions for the reasons that are important to them. Chudyk believes that "how we handle our money should positively impact our lives and the lives of those around us."