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Caltech

Science of Benefits--Live with confidence in retirement: 5 steps to creating your retirement income plan

Monday, August 14, 2023
12:00pm to 1:00pm
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Online Event

If you're thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you'll learn how different sources of income work, how to build your strategy for lifetime income, and what to consider when planning withdrawals from your retirement assets.
We'll help you prepare by discussing how to:

  • Estimate your expenses
  • Understand your income sources
  • Build your strategy for lifetime income
  • Withdraw your retirement assets
  • Review and adjust your plan when needed