Description
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LIVE Zoom Webinar
Most of us look forward to retirement, imagining the enjoyment of activities such as traveling, reading, and exercising. As pre-retirees transition into full retirement, many don’t realize they will face new financial circumstances and become vulnerable to risks uniquely felt by retirees. Identify the 7 major risks to your retirement income as you prepare your investment strategy for the road ahead.
Join us as we discuss:
- Building a solid retirement strategy to help minimize the 7 common risks
- Determining your income model of how much to avoid, retain, and transfer
- Tax withdrawal guidelines and developing a smart tax savings plan

Please submit your questions for our speaker to: OneAZWealth@oneazcu.com. To attend our virtual event, please register to receive the Zoom link to the webinar.
Date and Time
Tue, Mar 19, 2024
12:00p - 1:00p MST