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711 East Henderson Avenue
Tampa, FL 33602

GTE Investment Group

(888) 972-5257


Retirement Income Planning Workshop Presented by: Michael

Retirement Income Planning Workshop Presented by: Michael Simon

Tuesday, March 22, 2022

5:00p - 6:00p EST

Online via Zoom


In this seminar on Retirement Income Planning, you'll learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement) how long it will last, and the retirement lifestyle you want

  • Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation

  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts.

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