Securing a Comfortable Retirement in the Age of Spending
Burkett Financial Services, LLC
Gain the knowledge to help your clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals. Understand how to build the three-legged retirement stool-employer retirement, savings and Social Security-and how to develop Plan B when the ideal retirement goal is not achievable.
Attendees will be able to explain ways that clients can convert the equity in a home to retirement income and how the value of a small business can be converted to retirement income. Discussion will also include survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples.