Description
Join us for an insightful webinar on converting wealth to income in retirement. As traditional pension benefits and Social Security become less reliable, individuals must take greater responsibility for funding their retirement. Our presentation will cover:
- The importance of replacing approximately 80% of your pre-retirement income
- Strategies for creating a sustainable income stream
- Addressing risks and uncertainties in retirement planning
- Key steps to build a personalized income plan
Learn how to develop a retirement strategy that provides clarity and confidence as you approach this important life transition.
Date and Time
Fri, Jan 17, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), Nonqualified Plan Consultant (NQPC™) and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.