Planning for Retirement

  •  Agenda for Meetings 
  • Regulatory Requirements
    Retirement Specialists Incorporated (RSI) Disclosure
    ADV Part 2
    RSI Privacy Policy
     
  • Retirement Overview
     
  • Your Goals & Dreams for Retirement
     
  • Your Concerns and Fears about Retirement
     
  • Review Confidential Financial Profile
     
  • Monthly Paychecks in Retirement
    Sluice Gate Pond illustration
    Retirement Income Streams
    Social Security
    Pension or Lump Sum
     
  • Risks in Retirements
    Outliving Your Money
    Medical Care
    Long Term Care
    Inflation
    King Dollar Falls off its Throne
    Emergency Preparation
    Government Benefits at Risk
    Shields Against Each Risk
     
  • Retirement Timetable
     
  • Retirement Tax & Estate Planning
     
  • Emotional Issues in Retirement
     
  • Retirement Specialists Recommendations