Call 913.696.1919

Retirement Income Planning

Please join us to learn about Retirement Income Planning!

We will meet for two hours at 10 a.m. on August 27th and at 6:00 p.m. on August 29th at the William Jewell campus. The address is 458 R.E. Bowles Dr. Liberty, MO 64068We will be discussing various topics including:

 -How Long Will My Money Last?

  • Estimate your annual retirement expenses
  • Estimate the income you receive in retirement
  • Understand market timing and the effects of investment in a declining market

 -Investment Management

  • How investment selection impacts your retirement
  • Evaluating risk and your risk tolerance

 -Retirement Income Sources

  • Social Security claiming strategies and penalties
  • IRAs, ROTH IRAs and conversions
  • Withdrawal order matters

Once you have registered check your email for a confirmation letter! If you should have any questions, please contact our office at (913) 696-1919.Thank you and we look forward to seeing you there! 


For directions click the following link: Shumaker Hall-William Jewell