At this one-hour webinar you will learn:

• Why you need a retirement income plan

• 6 questions to ask before you retire

• How to determine how much income you will need in retirement

• The 4 primary sources of retirement income

• 4 popular withdrawal strategies and the pros and cons of each

• How retirement income is taxed

• 5 tax planning strategies in retirement

• A retirement income action plan

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last?

Join us for an enlightening webinar that will get you thinking about your next phase of life and what you need to do to prepare for it.

Register in advance for this webinar: https://us02web.zoom.us/webinar/register/1316171236314/WN_ilqAMcuhRCKxNyBAXwvQEQ

Speaker

Peter F. Gaertner, CFP®, RICP®, CDFA™, MBA

Peter is a Senior Financial Advisor and community educator with Affinity Wealth Management. He has been holding workshops on various topics around retirement planning, tax planning, social security planning, estate planning via the Delaware Money School and libraries in Delaware. He has also taught Retirement and Estate Planning courses at Delaware State University and the University of Delaware's Lifelong Learning Center in years past. Peter is a Certified Financial Planner specialist, Retirement Income Certified Professional and Certified Divorce Financial Analyst and helps his clients with tax-efficient strategies throughout their retirement years among other financial planning strategies.