Sorry! This event has passed, visit our events calendar to look for other programs. Don’t miss another event – sign up for our eNewsletter!

Presenter: Mark Lange from the Society of Financial Awareness (SOFA)
This is the second in a series of four financial awareness workshops
Registration is required. Register through the Butterfield Library calendar for this virtual event

Strategies for a Sustainable Income: what are the key factors you have to examine today

• Life Expectancy and rising health care costs
• Impacts of Inflation over an extended retirement
• Long Term Care Costs
• Possible changes to Social Security
• 3 factors that affect Portfolio efficiency
• Impacts of Interest rate changes on Fixed Income Portfolios
• Guaranteed versus Variable Income
• Portfolio Risk Attributes-not all risks are equal
• Roth IRAs as a tax and estate planning strategy
• Sequence of Return Risk- the RETIREMENT Killer

Image is licensed under the Pexels License/cropped from original.