The Smart Retirement Blueprint: From Paychecks to Playchecks – Planning, Protecting, and Preserving Wealth
Host: Dave Balakrishnan, CFP, AIF, MBA, and Rodney Ownby, CFP, AIF, CPA
What you will learn:
- Building a Strong Financial Foundation – Learn the key assumptions in financial planning, rate of return, inflation, life expectancy, and spending strategies.
- Managing Financial Behaviors – Develop a disciplined approach to spending, budgeting, and adjusting when life happens.
- Protecting Your Wealth & Managing Risk – Understand, insurance policies, social security & Medicare options and strategies to safeguard your financial future.
- Withdrawal Strategies for Retirement Income – Discover safe withdrawal rates and strategies to ensure you don’t outlive your assets.
- Smart Tax Planning – Reduce tax burdens with strategic asset placement, Roth conversions, and proactive tax planning.
- Visualizing Your Retirement Lifestyle – Plan beyond finances and create a fulfilling, purpose-driven retirement.
Who should Attend:
- Pre-retirees and retirees looking to solidify their financial future
- Anyone wanting to maximize Social Security and manage retirement income
- Investors seeking disciplined asset management strategies
- Individuals and couples who want to ensure their wealth lasts a lifetime
