F1934C - Strategies to Help Protect Your Retirement Plan

F1934C - Strategies to Help Protect Your Retirement Plan

1 Session | Registration opens 9/24/2025 10:00 AM MST (Arizona)

25105 South Alma School Road Sun Lakes, AZ 85248 United States
207
Meets Tue at 10:00
10/14/2025 (one day)
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F1934C - Strategies to Help Protect Your Retirement Plan

1 Session | Registration opens 9/24/2025 10:00 AM MST (Arizona)

Whether you're saving for retirement, transitioning to retirement, or already retired, understanding key financial risks is crucial. Learn to safeguard your home and assets, create lifetime income streams, plan for healthcare and long-term care costs, and navigate life changes like becoming suddenly single. Gain valuable insights and strategies for a more comfortable retirement while enhancing your retirement plan to help protect your future.

Stacey Bendfelt

Stacey is a Financial Advisor with Raymond James specializing in maximizing retirement income. She assists clients in defining their ideal retirement lifestyle and creating personalized plans for financial independence. Stacey excels in optimizing distribution strategies, tax-efficient investing, and long-term care planning. Her commitment is to guide clients through their evolving financial needs, so they can enjoy a more fulfilling retirement.