Description
You’ve worked hard to save — now let’s turn that wealth into income.
Learn how to build a steady, sustainable paycheck for retirement while managing risks and maintaining flexibility. As traditional pension benefits and Social Security become less reliable, individuals must take greater responsibility for funding their retirement. Our presentation will cover:
• Understand why replacing ~80% of your pre-retirement income is key
• Create a reliable, sustainable income stream
• Manage longevity, inflation, and market risks
• Take key steps to design your own income plan
• Approach retirement with clarity and confidence
Learn how to develop a retirement strategy that provides clarity and confidence as you approach this important life transition.
Date and Time
Wed, Feb 25, 2026
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®) and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.