As a Distinguished Toastmaster and Certified Virtual Presenter, Jim has an engaging, humorous, and informative presentation that helps individuals develop strategies in addressing the risks experience during their retirement years.
With Jim’s blend of expertise, experience, and over 500 live presentations, the attendees will walk away with creative ideas presented in simple terms that they can immediately implement.
Learning Objectives:
* Learn how to coordinate the four sources of retirement income!
* Discover how to coordinate the different types of retirement income!
* How to assure yourself you won't ever run out money!
* Learn how to delay or accelerate your retirement income!
* Discover effective strategies for controlling taxes during retirement!
* Receive a must-have checklist to utilize in planning distributions for your
retirement years!
Presentations can either be virtual or in-person.
Fees are reduced 50% for virtual presentations.
