I'm Retiring. Should My Investment Strategy Change?
Road to Retirement Webinar Series, Part 5
What you will learn:
In Part 5 of the Road to Retirement Webinar series, we'll take a look at what will drive potential tweaks to your investment strategy once you retire. We'll consider:
Setting your strategy during the accumulation phase (pre-retirement)
Determining your cash-flow needs and tweaking your strategy as required
Adjusting for a change in priorities during retirement
If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.
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Our retirement planning checklist covers five important areas:
Generating Retirement Income
Investing in Retirement
Taxes and Cash Flow
Health Care and Insurance Planning
Estate Planning
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