Life After Work: How to Create a Sustainable Retirement Income Stream
Gain a better understanding of the many different ways you might fund your retirement from your investments and how to integrate it with Social Security benefits and/or a pension plan. Class goes in to detail on the four main strategies of retirement planning: living off interest (of savings); planning for mandatory vs. discretionary spending; using the 4% rule; and the Bucket Method. Unlike some other retirement planning classes, the instructor integrates all four strategies with social security and pensions. Taught by Lee Claymore, a Certified Financial Planner with more than 25 years in the business. Lee also teaches two extremely well-received classes on Social Security and Medicare planning at CFU.
This course will be offered via Zoom. Register now and prior to class the instructor will send you the link to attend. Look for an email with "CFU Zoom class: Getting Ready for Social Security" in the subject line. Good internet connection and a laptop or device with camera and mic is needed.
Branch office: Cirrus Financial Group, 6855 S. Havana St. #270, Centennial, CO 80112, (ph) 303-706-1033, Securities and Advisory Services offered through Cetera Advisors, LLC. Member SIPC/FINRA. Cetera is under separate ownership from any other entity.
|Dates:||June 11, 2020 Check for other dates|
|Meets:||One Thu., 6:30-8:30PM 06/11 (MT)|
|Location:||ONLINE: Via Zoom|
You could save $12.00 on this course by becoming a member of CFU Membership
|Notes:||Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, https://zoom.us/download. Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.|
There are still openings remaining at this time.
A valid credit card will be required for payment. Please have your card information ready.
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