When: May 17, 2025 from 10:00 to 12:00 (ET)
Planning for retirement isn't just a matter of lining up financial resources–though that's a crucial step. It's also important to determine what will provide structure, purpose and identity, and relationships when you're no longer working. Christine Benz will discuss key takeaways from her recent book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She'll assess the importance of guaranteed income in retirement, structuring an investment portfolio to support in-retirement cash flows, and thinking through how you'd pay for long-term care, among other topics.
In this presentation, you'll learn:
- The value of guaranteed lifetime income sources, especially Social Security, and how to identify your own retirement income style
- How to build a portfolio for retirement that will provide stability and long-term growth
- How to develop a long-term care plan, regardless of your financial resources
Online Instructions:
Url: https://aaii-research-triangle.square.site/Login: For webinar access, purchase a ticket from our chapter's Square account. You will receive an email with the Zoom registration link. Register with Zoom to receive a reminder email. On the day of the meeting, login to Zoom at least 10 minutes before the start time.
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TODD BLICKENSTAFF
Todd Blickenstaff
President and Program Chairman
Portland, OR (PDX) chapter
Co-coordinator Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
trblick@yahoo.com------------------------------