Retirement Planning

Monday, August 22, 2022
  • 10:30 - 11:15 am
1900 Brother Geenen Way, Dwyer Room
Monday, August 22
10:30 – 11:15 am
Retirement Planning
Presented by Karin Botelho, CEBS and Kelli Soukup
1900 Brother Geenen Way, Dwyer Room
Learn the tools to help you plan for your future.
  • How not to outlive your money
  • Running the retirement marathon
  • How taxes and inflation impact retirement
  • Exit strategies
  • Required Minimum Distributions (RMDs)
  • Long-term care considerations
Lynne Anast
941.556.3263