SPEAKER / TRAINING
TOPIC DETAILS
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PRESENTATION TOPIC #4
Retirement Readiness
Are you really ready to retire? Be honest! Let's talk about this and see what we need to focus on.
Presented by Lori Wilson
PRESENTATION DETAILS
The clock is ticking, and whether retirement is decades away or just around the corner, now is the time to take control of the future. Without a clear plan, individuals risk gambling with their financial security. Planning for retirement is more than just saving, it's about building a roadmap that ensures they can live the life they want, on their terms. In this 45-minute session on Planning for Retirement, we will cut through the confusion and get serious about creating a strategy that works. It’s time to take action and ensure a secure and well-planned retirement.
TOPICS COVERED
Here's what the audience will gain during this presentation:
- Retirement Savings → Attendees will learn how to assess their current savings and determine how much more is needed to reach their retirement goals. This includes strategies to balance saving and spending to ensure they're ready when the time comes.
- Maximizing Retirement Accounts → Guidance on making the most of retirement accounts like 401(k)s and IRAs will be provided, with actionable tips to maximize savings and leverage tax advantages.
- Income Planning for Retirement → Participants will discover methods to create a steady stream of income throughout their retirement years, covering Social Security, pensions, and other income sources to make their money last.
WHAT YOU’LL WALK AWAY WITH
By the end of this Investing for Tomorrow Masterclass, you’ll have:
- A Practical Retirement Savings Framework → Attendees will learn steps for assessing how much they need to save and effective ways to maximize their retirement accounts like 401(k)s and IRAs.
- Smart Strategies for Income and Asset Management → Discover foundational approaches for ensuring a steady retirement income stream, including key considerations for Social Security and managing retirement withdrawals.
- Clear Actionable Steps to Feel Prepared → Leave with a better understanding of how to make your money last throughout retirement and actionable steps to secure a stable and confident financial future.
By the end of this session, the audience will have a clearer understanding of what it takes to secure a comfortable retirement. They’ll leave equipped with the tools and knowledge to build a personalized plan that fits their unique needs. This presentation emphasizes proactive steps to ensure that financial stability and peace of mind are within reach. Retirement isn’t something to leave to chance, and this session will provide attendees with the direction they need to start making impactful decisions today for a secure tomorrow.
DURATION / FORMAT
- TIME: This is a 45-minute presentation.
- FORMAT: Sessions are held via Zoom, with interactive discussions and with live Q&A at the end.
Contact Lori's office to see if she has a calendar opening to speak to your group on this topic (and possibly others). Your inquiry will surely receive a prompt reply.
SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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