Presenter: Luke Malter, AIF®, CFP®,Wealth Advisor
Description: De-Risk Your Retirement tackles three key challenges—outliving your income, market volatility, and tax impacts. Learn practical steps to secure steady income, reduce investment risk, and minimize taxes so you can retire with greater confidence.
“De-Risk Your Retirement” focuses on three important topics proven to resonate with today’s retirees
and soon-to-be retirees:
· The possibility of not having enough income in retirement
· The risk of the market and our current economy
· The damaging impact of taxes on one’s retirement outlook