Program Description
Event Details
Throughout the decades leading up to retirement, the financial news, financial professionals, and social media 'influencers' seem to emphasize strategies to accumulate funds & ensure that you have 'enough' when the time to retire arrives. Of equal importance but receiving less consideration in the news and financial advice circles are strategies to craft sustainable income streams in retirement. In this seminar, you will learn about how retirement funds that you've saved can be successfully distributed to achieve your goals. Please register for Zoom Link.
Adam Scherer, MS, CFP®, EA, founder of West Hartford-based financial planning firm, Greenbeat Financial, & Director of Curriculum at the Boston Institute of Finance, will lead the session.
Greenbeat Financial is a fee-only financial planning firm, proudly serving new and growing families, individuals, and businesses across the country.
Adam Scherer, MS, CFP®, EA, founder of Greenbeat Financial, provides honest, understandable financial solutions thoughtfully tailored to your situation.
