Skip to content

Retirement Income Planning


Classes - Adult / Money Matters -
Adult Classes Winter/Spring 2025

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?

At this workshop 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

Robert S. Davis

Bob is a Certified Financial Planner, CFP®, who began his financial planning career in 1998. He has actively pursued his education ever since, participating in numerous professional study programs and completing many advanced courses in the financial advisory field. He is President of Financial Compass Corporation.

 February 2025 
SuMTuWThFSa
 
 
 
 
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
 
 
 
 
 
 
 
 
SRTP-WSP-25

  Robert S. Davis


Central Campus - Wayzata Central Middle School CMS : A405
Tuesday, Feb 25
6:30 - 8:30 PM

Su
M
Tu
W
Th
F
Sa

Min Age   20 yr.

$ 19.00
per person