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Financial Fridays with Jennipher Lommen
September 14, 2018 @ 1:00 pm - 2:00 pmFree
Retirement 101: How to plan for a successful retirement
This presentation will provide information on what to consider as you plan for retirement:
● What will be your sources of income during retirement?
● How to transition from accumulation to spending of savings?
● What are the tax implications of different types of retirement accounts?
● Which Social Security Strategies might be most beneficial?
● Do you need to make changes to your investment portfolio when you retire?
Jennipher Lommen is a Certified Financial Planner and Enrolled Agent who helps families in Santa Cruz plan for their financial futures. She is a member of the Financial Planning Association’s Pro Bono committee which is committed to helping consumers make intelligent financial decisions to achieve their life goals.