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Date/Time:
09/27/2022 at 6:30 pm - 8:30 pm

Location:
Thurman White Forum Bldg. at University of Oklahoma - Classroom B-3
1704 Asp Avenue
Norman, OK 73072


Retirement Income Planning
In Person Class
Course Code: RRMUK927

 

This Course is offered FREE of Charge
 Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone     877-892-7088      (lines open 24/7)

RETIREMENT INCOME PLANNING

Retirement income planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. This course is designed for anyone who is preparing for retirement or has recently retired. You will learn how to determine the amount of income you’ll need during your retirement years and strategies that will help you to properly allocate your assets, reduce risk, reduce or eliminate taxes on your income, and plan for a financially secure retirement.  You’ll leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

We will discuss these important topics and more:

  • How to estimate the income you’ll need during retirement
  • How inflation, taxes, healthcare costs, and longevity can impact your planning
  • How to manage risk and allocate your assets 
  • Ways to reduce or eliminate taxes on your income
  • Strategies for generating predictable and reliable income for life
  • How to manage income streams from Social Security, pensions, investments, and other accounts
  • Determining the best order to draw from various accounts

Join us for an insightful class and gain confidence through financial education!

Reserve Your Spot

Bookings are closed for this event.


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