Retirement Ready: Making Better Retirement Decisions
Retirement isn't one decision. It's a series of coordinated decisions.
Retirement is one of life's biggest milestones—and one of its biggest financial transitions.
Many people approaching retirement find themselves asking:
Can I actually retire?
Will my money last?
When should I claim Social Security?
What will Medicare cost?
How much can I safely spend?
What happens if the market drops?
Am I missing something important?
If those questions sound familiar, you're not alone.
Join Bill Kinkel, independent Investment Advisor Representative with Genesis Wealth Management Group, along with guest contributors Walter Ozark, Estate Planning Attorney, and Michelle Zimmer of Genesis Financial Group, for an educational retirement planning workshop focused on helping you understand how today's retirement decisions work together.
Rather than focusing on one topic in isolation, this workshop explores how income planning, Social Security, healthcare, taxes, investments, market volatility, and estate planning fit together as part of one coordinated retirement strategy.
During this workshop, we'll discuss:
? Retirement income planning
? Social Security claiming strategies and timing considerations
? Medicare and healthcare planning
? Taxes in retirement
? Managing market volatility
? Estate planning fundamentals
? How these decisions work together as part of a coordinated retirement plan
Guest contributors will provide additional perspectives on estate planning, healthcare, Medicare, and insurance considerations that can affect your retirement plan.
Whether you're planning to retire in the next few years or are already retired, this workshop is designed to help you better understand the financial decisions that can shape your retirement—and why coordinating those decisions may help you move forward with greater confidence.
Meet Your Presenters Bill Kinkel Independent Investment Advisor Representative with Genesis Wealth Management Group Bill specializes in helping individuals and families approaching or living in retirement coordinate retirement income, Social Security, taxes, healthcare, investments, and estate planning into one organized retirement strategy.
Walter Ozark Estate Planning Attorney Walter will discuss estate planning considerations and strategies to help protect what matters most.
Michelle Zimmer Genesis Financial Group Michelle will share insights on healthcare, Medicare, and insurance considerations that can play an important role in retirement planning.
Reserve Your Seat https://www.eventbrite.com/e/1992861220557?aff=oddtdtcreator No Cost or obligation. Registration is required, and seating is limited.
Invite a friend or family member who may also benefit from this educational workshop.
You don't have to have every answer before retirement—but understanding how the pieces fit together can help you make better retirement decisions. We hope you'll join us.
This workshop is intended for educational purposes only. No products will be sold, and no specific investment, legal or tax recommendations will be made during the presentation.
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