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Life After Work: How to Create a Good Life in Retirement
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will you live? Where will your income come from? How can you make it last?
At this class you will learn:
- Why you need a retirement income plan
- 6 questions to ask before you retire
- How to determine how much income you will need in retirement
- The 4 primary sources of retirement income
- 4 popular withdrawal strategies and the pros and cons of each
- How retirement income is taxed
- 5 tax planning strategies in retirement
- A retirement income action plan
Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it.
Robert S. Davis
Robert Davis, CFP®, President
Financial Compass Corporation
Robert Davis is President of Financial Compass Corporation (FCC), a fee-based, Minnesota Registered
Investment Advisory firm.
He graduated from Mankato State University in 1985 with a Bachelor of Science degree in Business. Robert served in the U.S. Peace Corps in Santiago, Dominican Republic from 1986 – 1989 as a Small Enterprise Development volunteer. In 1996, he received his M.S. from Michigan State University.
In 1998, Robert began his financial planning career with an independent financial planning firm. In 2003, he received his Certified Financial Planner ™ designation. He has actively pursued his education ever since, participating in numerous professional study programs and completing numerous advanced courses in the financial advisory field.
Robert holds Series 7, 63, and 66 NASD investment licenses. He is a Certified Financial Planner practitioner, an active member of the Financial Planning Association (FPA), and an active member of the Garret Planning Network, a nationally renowned network of dedicated financial planners, who provide all American’s access to financial planning by offering their services on an hourly basis.
Robert teaches classes in the areas of Social Security Planning, IRA Distribution Planning, Cyber Security, and for young professionals.
5634-01
Online registration is overInstructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Tue, Feb 11th 2020 | 6:30 - 8:30 PM | Central Middle School |