Hi Jan,

Saving for retirement is only part of the equation. 
At some point, every retirement plan has to answer a much more important question:

How will your savings become a reliable retirement paycheck? 

That’s exactly what we’ll be working through during the Retirement Income Challenge, returning July 13th through July 16th.

Over four live sessions, we’ll guide you through a practical retirement checkup designed to help you better understand where you stand today and what questions you should be asking before retirement.

By the end of the week, you’ll have a clearer understanding of: 
  • Your retirement income style and how it influences the strategies you may naturally prefer 
  • Whether your current resources appear sufficient to support the retirement lifestyle you’re hoping to achieve 
  • How to interpret your Funded Ratio results and use them as a planning tool 
  • The non-financial side of retirement, including how purpose, lifestyle, and relationships contribute to a fulfilling retirement 

This isn’t simply another webinar where you listen for an hour and move on.

It’s an interactive workshop. Each day builds on the previous one, with small assignments along the way so you can apply what you’re learning to your own situation.

If you’re within several years of retirement, or already retired and looking for a better framework for evaluating your plan, I think you’ll find the experience worthwhile.

We’ll meet live July 13th  through July 16th  from 12:00 to 2:00 PM ET each day. 

I’d love to have you join us. 
Reserve Your Seat!

We hope to see you there,
Wade Pfau Ph.D, CFA®, RICP®
Retirement Researcher

P.S. We’ve made several improvements to this year’s Challenge based on feedback from past participants, including a redesigned event format and enhancements to our Funded Ratio planning tool. I’ll share more about those changes in my next email.
 
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Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US