Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
Session Topics Include:
- How to make your savings last and withdraw sustainably during retirement.
- Examples of effectively tracking retirement expenses and income from multiple sources to see your overall financial picture.
- Navigating decisions on your long-term investment plan, Social Security, annuities, required minimum distributions, and tax management.
Host:
Joey Capouch, Retirement Plan Manager II, M3 Financial
Presenter:
Ben Rizzuto, CFP, CRPS, CPWA, Director, Wealth Strategist, Janus Henderson Investors