Preparing for retirement? Already retired but looking for additional guidance? John G. Ullman & Associates welcomes you to join us for an in-person workshop event, focusing on the topic of retirement income.
The in-person session will be held on Thursday, May 15th at 5:30 p.m. at the JGUA Charlotte Office (5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209) and will be led by Advisor & Charlotte Branch Manager Jakob Brost, CFP®, MS and Senior Advisor Todd Brost, CFP®. The pairing will cover a variety of retirement income and retirement planning topics, including:
- Understanding Retirement Income Basics
- Social Security Considerations & Optimization
- Creating Multiple Income Streams
- Investments & Retirement Income
- Tax Strategies in Retirement
- Building a Sustainable Spending Plan
- Planning For Market Volatility & Economic Changes
- Tools & Resources For Retirement Income Planning
Early registration is encouraged, as each registrant will receive a presentation booklet packed with information pertaining to all of the topics listed above.
If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Once you have completed your registration, a JGUA Marketing & Communication representative will be in contact to confirm your registration. We hope to see you there!
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.
