Retirement investing is different from retirement saving. Once paychecks stop, investment portfolios often take on a new role—helping provide income, support lifestyle goals, and address the challenges of inflation, market volatility, taxes, and longevity.
Join us for an educational presentation designed to help retirees and pre-retirees better understand how investment decisions may impact retirement income, portfolio sustainability, and long-term financial flexibility.
This session is part of the Retirement Roadmap Financial Education Series, a collection of educational programs designed to help individuals navigate key financial decisions as they approach and move through retirement.
Presented By:
Shawn Twigg, CFP®
Advisor
Amber Gee, CFP®
Senior Associate Advisor
Location:
Clemens Center (207 Clemens Center Pkwy, Elmira, NY 14901)
What You’ll Learn
During this presentation, we will explore key retirement income and investment planning concepts, including:
- How investment strategies often change when transitioning from saving for retirement to generating retirement income
- The key risks retirees face, including inflation, market volatility, taxes, and longevity
- Strategies for creating sustainable retirement income while maintaining long-term growth potential
- How withdrawals, asset allocation, and investment decisions may impact portfolio longevity
- Ways to remain flexible and disciplined through changing market conditions
Who Should Attend
This presentation may be valuable for individuals who:
- Are approaching retirement within the next 5–10 years
- Have recently retired and are transitioning from saving to drawing income from their portfolio
- Want to better understand how investments may support retirement income needs
- Have concerns about inflation, market volatility, or running out of money in retirement
- Are interested in strategies designed to help balance income needs with long-term growth potential
You can register for this session by clicking HERE.