Sp16M Planning Today for Tomorrow: Navigating Taxes & Income in Retirement (Hybrid: Zoom)
Zoom | This course is completed
[NEW CONTENT] The course leaders are proud to present this two-part session which will answer: “How much risk should I be taking in my investments? What rate of return do my investments need? How do I make sure I can stay retired? What strategies should I use when filing for Social Security? Do I need life insurance? Will I outlive my money? How can I generate additional income in retirement? Is there room for charity in my plan, how can I save on taxes, and what do the latest tax law changes mean for me?” Hal and John will wrap up with a Q&A session and will offer confidential, no-obligation, complimentary one-on-one consultations to all interested attendees. Discussion, Lecture
Hal Burrall
Hal Burrall is the executive director of planned giving (www.legacyrit.org) at RIT.
John Skomski
John Skomski is a retirement sustainability specialist and partner at Best Times Financial (www.besttimesfinancial.com).