Presented by Austin Preece, CFP®, EA
Retirement Income Planning
Overview
Retirement comes with some big financial decisions, and getting them right can make a real difference in your long-term security. This free two-hour class is here to help adults ages 55 to 70 figure out how to generate and manage income once they retire. We'll cover Social Security filing strategies, Medicare and Medigap options, retirement accounts and taxes, investment strategies, required minimum distributions, estate planning, and long-term care, plus how to figure out how much you might need to retire and how to put together an income plan. This is an interactive, in-person class, so we'll break down complex financial topics in a way that's easy to follow, with plenty of chances to ask questions along the way. Spouses, partners, and guests are welcome.
Topics of Conversation
- 1Understand how to manage income in retirement
- 2Learn how Social Security, Medicare, taxes, and retirement accounts can affect your plan
- 3Understand investment strategies and how to build a diversified portfolio for retirement
- 4Learn how to plan for healthcare, long-term care, and estate planning costs
- 5Spot common retirement planning mistakes and how to avoid them
Where
Fluno Center, Classroom 221, Madison, WI
Fluno Center for Executive Education, 601 University Ave 8th Floor, Madison, WI 53715
Get directionsAbout the Presenter
Austin Preece
CFP®, EAFinancial Planner and Tax Advisor
Austin's background is in personal financial planning, including tax planning and preparation. He's been in the financial planning profession since 2018 and started his own firm in 2023. As a CFP® Professional and Enrolled Agent, Austin brings knowledge across the broad spectrum of personal financial planning and tax strategy to the team.
Disclosure: This workshop is for educational purposes only and does not constitute investment, tax, or legal advice. Hypothetical examples are for illustration only. Please consult a qualified advisor before making decisions based on information presented.