This engaging workshop will help you navigate the complex journey of retirement
planning. Learn how to chart your course for a fulfilling and financially secure
retirement using the "Retirement GPS" approach. Workshop Highlights:
Determine Your Destination:
• Explore your unique retirement goals & dreams,
• Create your personal retirement “bucket list”,
• Understand the importance of having a clear vision for your future
Plan Your Trip:
• Compare modern retirement challenges to those of previous generations
• Examine current life expectancy statistics & their impact on retirement planning
• Learn about the “Four Buckets of Money” strategy for organizing your finances:
Liquidity, Long-term growth, Lifestyle, Legacy
Enjoy the Journey:
• Discover strategies to never run out of income…even if you run out of money
• Understand the concept of “Reliability of Income” in retirement
• Learn how to mitigate Sequence of Returns Risk
This workshop will provide insights into creating a retirement plan tailored to your
individual needs and aspirations. Don't miss this opportunity to gain the knowledge
and tools necessary for a successful retirement journey. [This is an ideal
companion to the Social Security class on Saturday, February 01, 9:00am.
Sign up for both and get $20 gift certificate to a downtown New Ulm business.]
Instructor: Mark Santelman