Retirement investing is different from retirement saving. After decades of focusing on accumulating assets, retirement introduces a new challenge: turning those savings into a reliable source of income that can support your lifestyle and financial goals for years—or even decades—to come.
Join John G. Ullman & Associates and Alfred State College for a complimentary educational webinar designed to help retirees and pre-retirees better understand how investment and income decisions may affect retirement income, portfolio longevity, purchasing power, and financial flexibility.
Led by Jakob Brost, CFP®, RICP, MS, Advisor and JGUA Charlotte Branch Manager, this session will explore the unique challenges retirees face, including inflation, market volatility, taxes, healthcare costs, and longevity risk. We will also discuss strategies for balancing growth, income, stability, and flexibility throughout retirement.
Event Details
Date: Thursday, October 22, 2026
Time: 11:00 a.m.
Location: Online Webinar via GoTo Meeting
Presented in conjunction with: Alfred State College
After registering, you will receive information on how to access the webinar through GoTo Meeting.
What We’ll Discuss
This presentation will cover several important retirement investing and income planning considerations, including:
- How retirement investing differs from retirement saving
- The financial risks retirees face, including longevity, inflation, market volatility, healthcare expenses, and taxes
- How retirement income is generated from Social Security, pensions, investments, and other sources
- Strategies for creating a retirement “paycheck” and coordinating multiple income streams
- The role of dividend-paying stocks, bonds, bond ladders, and other income-producing investments
- How market volatility can affect retirement income and portfolio sustainability
- Retirement income bucket strategies and structuring investments based on time horizon
- Sustainable withdrawal strategies and factors that influence how long retirement assets may last
- Tax-efficient withdrawal considerations and retirement income planning opportunities
- Practical ways retirees can remain flexible and adapt their financial plans throughout retirement
Who Should Attend
This webinar may be helpful for:
- Individuals approaching retirement
- Retirees seeking strategies for generating sustainable retirement income
- Investors concerned about inflation and maintaining purchasing power
- Individuals interested in balancing growth, income, and risk during retirement
- Those looking to better understand withdrawal strategies and retirement income planning
- Anyone seeking greater confidence in their long-term retirement investment strategy
Featured Presenter
Jakob Brost, CFP®, RICP, MS
Advisor & Charlotte Branch Manager
John G. Ullman & Associates, Inc.
Jakob works with individuals and families to develop comprehensive financial strategies designed to help them navigate retirement and make informed decisions about their investments, income, and long-term financial goals.
Why Attend?
The transition from saving for retirement to spending in retirement can create new challenges and opportunities. Decisions regarding investments, withdrawals, taxes, and risk management can have a meaningful impact on both current income and long-term financial security.
Understanding how these factors work together may help retirees make more informed decisions, remain focused during periods of market volatility, and develop a strategy designed to support both today’s needs and tomorrow’s goals.
Reserve Your Spot
Register today for this complimentary webinar and gain practical insights into retirement income planning and investing strategies designed to help retirees and pre-retirees navigate the transition from accumulating wealth to creating sustainable retirement income.
Thursday, October 22, 2026 | 11:00 a.m. | Online via GoTo Meeting
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.