Maximizing Your RetirementA PERSONAL MONEY MANAGEMENT WORKSHOP
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
THE MACRO ASSET PERSPECTIVE®
THE ART OF SPENDING DOWN
UNDERSTANDING “MORTALITY CREDITS”
ANNUAL ASSET REALLOCATION