Maximizing Your Retirement

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:
For those in or near retirement the focus is changing. It’s now all about income. This session will help provide a solid strategy for maximizing income in retirement years while mitigating risk through a Macro Asset Perspective®.

 

 

 

 

 

The MME Instructor was very informative and offered several options for filling the gaps in my retirement planning…

By SWEDISH MEDICAL CENTER

 

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TOPICS INCLUDE:

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  • THE MACRO ASSET PERSPECTIVE®

  • THE ART OF SPENDING DOWN

  • UNDERSTANDING “MORTALITY CREDITS”

  • ANNUAL ASSET REALLOCATION

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