PRESENTER: MELISSA JEAN STEWART, CFP®, AIF®, FOUNDER & SENIOR FINANCIAL ADVISOR, CLEARVISTA ADVISORS
Transitioning into retirement can be a big change. One of the most common questions is, "How do I replace my paycheck?" During this session, we will discuss how your investment strategy may change in retirement, how to replace your paycheck with distributions from your retirement accounts, ways to create tax efficiencies, and financial planning tips.
Date and Time
Tue, Oct 24, 2023
12:00p - 1:15p EST