

Our Events · Core Retirement Decisions in the Fragile Decade
Thursday
Sep
21
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