Retirement Income Planning
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? In this workshop you will learn:
• Why you need a retirement income plan
• 6 questions to ask before you retire
• How to determine how much income you will need in retirement
• The 4 primary sources of retirement income
• 4 popular withdrawal strategies and the pros and cons of each
• How retirement income is taxed
• 5 tax planning strategies in retirement
• A retirement income action plan
Robert S. Davis
Instructor
Robert Davis is a Certified Financial Planner and President of Financial Compass Corporation (FCC), a fee-only Minnesota Registered Investment Advisory firm. Married with two kids, he is an active volunteer in his community and serves in various leadership roles with those volunteer groups.
AL-B342-F1
Instructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Tue, Nov 17th 2026 | 6:30 - 8:30 PM | Educational Service Center/Staff Development Center |