Maximizing Your Retirement
A 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
TOPICS INCLUDE:
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THE MACRO ASSET PERSPECTIVE®
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THE ART OF SPENDING DOWN
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UNDERSTANDING “MORTALITY CREDITS”
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ANNUAL ASSET REALLOCATION