Planning Your Retirement
Steady, committed saving and investing might not be exciting, but it will give you far more ability and power over your way of life in your retirement years. Join in this 4-week noon-time series to learn the when's, why's and how's of retiring with confidence.
Week 1 (Jan 25): Retirement Goal Setting
Retirement, some people dream about it, some people dread it and others wonder if it’s even possible. Most of the time all it takes is a little forethought and planning to make that retirement dream a reality. And the only way you can plan is if you know where you want to go. In this class Austin Willson, will guide you through an exploration of what retirement might mean to you, highlight common pitfalls, and discuss how what gets you to retirement isn’t the same as what gets you through retirement. This is the first in a 4-part series on the subject so snag your spot today!
Week 2 (Feb 1): Income After the Paychecks Stop
The most important question about retiring is how do you pay for things once you stop working? That’s exactly what this class will cover. Austin Willson, will provide an overview of how to determine what income you may need, how to create that income stream and most importantly how to not outlast your savings. This is the 2nd in a 4-part series on retirement so snag your spot today!
Week 3 (Feb 8): Taxes in Retirement, The Other Certainty
One thing’s for certain, taxes will still play a role in the overall picture of retirement. During this class Austin Willson will discuss three important areas of tax planning for retirement including possible sources of income, the 3 ways investments can be taxed, and some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement. This is the 3rd in a 4-part series on retirement so snag your spot today!
Week 4 (Feb 15): Planning for a Confident Retirement
With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. In this class Austin Willson will lay out some tips and strategies that can help you plan for a more confident retirement and understand how financial and physical health may be intertwined. It will also cover ways to generate dependable income that could last through your whole retirement. This will be the final class of this 4-part series
Please note: This presentation will not be recorded.
Austin Willson is a Financial Advisor at OsborneKlein, a private wealth advisory practice of Ameriprise Financial Services LLC, with offices in Petoskey and Alpena MI. Austin got his start in the financial services industry over 3 years ago in the Detroit Metro area. After a brief stint as a writer and editorial relations executive with a financial news startup, Austin moved back to his hometown of Petoskey to join the team at OsborneKlein. Currently, Austin focuses on helping clients feel more confident, connected and in control of their financial life through financial planning and investment management.