Join Whitefish Bay resident Christine Kopecky.
As an advisor with the Retirement Income Certified Professional® designation, Christine advises on building a comprehensive retirement plans that address income needs and core decisions such as:
 

• Choosing your optimal retirement age
• Planning for the risks faced in retirement like the uncertainties of life expectancy, inflation, health status, and investment climate
• Making claiming decisions that maximize Social Security benefits
• Obtaining health insurance coverage to supplement Medicare or provide coverage prior to Medicare eligibility
• Preparing for late-life needs including long- term care, and other needs due to physical and mental decline
• Considering ways to improve a plan through taking advantage of tax savings plans and other tax considerations

Workshop will include discussions on:  Social Security timing / Income planning / Taxation in retirement / Medicare / Long Term Care planning