Virtual Lunch & Learn: Reducing Retirement Risks

Grab a notebook and a PB&J for this monthly lunchtime webinar series presented on Zoom!

This month's topic is retirement risks! In retirement there are numerous ways to go about protecting ourselves and our assets. Before retirement we are in the accumulation phase, but once we enter retirement very few of us would consider we are still accumulating, but rather our goals may shift towards protection, preservation, and distribution. In the field of finance there are many tools to go about handling this, and with everyone having situations so unique, it can be daunting navigating these waters. Johnny Poitras will cover a broad overview of them and discuss a couple of the tools along the way, and the pros and cons of some of them to greater expand your knowledge. Since everyone's situations are so different, he cannot give advice on what you should do in that moment, but he will give a broader overview of these risks and how they can impact us in retirement.

Registration with a valid email address is required in order to receive login information on the day of the Zoom meeting.