During this session, Chris Rios, a CERTIFIED FINANCIAL PLANNER™, will share and review the key components that have help those of all ages reach financial independence.
You will learn about:
- Risk management to protect the accumulation of your assets.
- Debt management strategies.
- Cash flow & Income strategies to help reach your retirement goals.
- Saving/investing vs paying down debt.
- The fundamentals of asset management and investment strategy depending on your proximity to retirement.
- Social Security and Medicare Basics to consider.
- How one transitions out of the wealth accumulation phase into a distribution strategy.
- As we enter retirement, we no longer have employment income and begin spending down the assets we’ve saved.
- How does one navigate this life change from an investment strategy standpoint to outlive their money.
When: Wednesday, September 27, 2023
Time: 6:00 p.m. – 7:30 p.m.
Location: Alvin Sherman Library or Online
To register – https://nova.libcal.com/event/11031032