Fall Workshops: Planning Your Cash Flow

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Fall Workshops: Planning Your Cash Flow
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Stephen Geist says
In retirement planning, net worth is nice; but cash flow is king! Get a solid handle on proper income planning for retirement by taking this class. Learn how to prepare a proper budget and cash flow for a long retirement. Discuss the benefits of annuity-based guaranteed lifetime income, how to set up tax-efficient annuity ladders, strategies for managing Social Security benefits, and the risks of taking income from risk-heavy retirement accounts. Learn how to account for longevity and inflation so you don't outlive your assets, and how to find the right kind of financial advisor to assist you. This class is perfect for those over age 50 and in or near retirement. Steve Geist is an expert in safe retirement plan strategies. He has written a book on the subject which has been published will be available for purchase in class. Steve has also accumulated an online library of learning videos, radio shows, and special reports to guide you with your retirement. He also teaches the popular "Solve the Retirement Puzzle" class and "All About Annuities" class at CFU (both recommended but not prerequisites).
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By: Stephen Geist

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