New York Life Presents Dr. Michael Finke
We are excited to be joined by nationally renowned retirement income researcher Michael Finke, PhD, CFP® who will discuss a simple framework for creating a goals-based retirement income strategy!
A Protected Approach to
Retirement Income Planning
September 18 at 11:00 am Pacific Time
Many retirees use savings to pay for lifestyle expenses. Learn what it means to weigh upside and downside investment risk on the pathway to retirement and how to develop a goals-based strategy to fund a retirement lifestyle. Topics will include:
- The lifestyle implications of financial risk
- Creating a strategy for funding flexible and inflexible expenses
- The impact of taxes
- Addressing lifestyle and legacy risk concerns
https://webinars.on24.com/nyl/finke?partnerref=0134775
I hope you will join us for this special event which is part of New York Life’s “The Power of Knowing” educational seminar series. Please don’t hesitate to reach out with any questions.
This presentation is for general information only. Attendees are not required to purchase any products or services. The guest speaker appearing at this workshop is solely responsible for the content of his presentation which may not necessarily represent the opinions of the company hosting this presentation or its subsidiaries. All opinions and data included are current as of the date of this presentation and are subject to change. The opinions and views expressed herein are not intended to be relied upon as a factual prediction or forecast or guarantee of actual future events. Participants are asked to consult a properly licensed financial or insurance professional regarding their own specific situation. Neither New York Life Insurance Company (NY, NY), nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
Date and Time
Monday Sep 18, 2023
11:00 AM - 12:00 PM PDT
Monday, September 18 at 11:00 am Pacific Time
Fees/Admission
Admission is FREE. Space is limited, so please register today by clicking on the link below or pasting the link in your browser:
https://webinars.on24.com/nyl/finke?partnerref=0134775
Watch this brief video to learn more about this event.
Contact Information
Cedric L. Joins
Financial Services Professional
Agent, New York Life Insurance Company
California Insurance License #0B86104
Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC),
A Licensed Insurance Agency and a New York Life Company.
Century Park Towers
2029 Century Park East, Suite 950
Los Angeles CA 90067
Cell: (310) 729-9912
Office: (424) 386-4737
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6000 Sepulveda Blvd #1260, Culver City, CA 90230 – (310) 287-3850 – info@culvercitychamber.org