Retire Well: Show Me the Money! Investing & Income in Retirement


Thursday, February 2, 2023
12:00 p.m. - 1:00 p.m.
Online
Alumni, Community, Faculty, Staff




The virtual Retire Well Series focuses on the information you need to know before and during retirement.

Session 3: Show Me the Money! Investing & Income in Retirement
Presenter: Melissa Jean Stewart ‘09, CFP, AIF
Founder & Senior Financial Advisor, ClearVista Advisors

Transitioning into retirement can be a big change. One of the most common questions is “how do I replace my paycheck?” During this session, we will discuss how your investment strategy may change in retirement, how to replace your paycheck with distributions from your retirement accounts, ways to create tax efficiencies, financial planning tips and some helpful investment ideas.

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Location Information


Virtual event on Zoom


Contact Information


GVSU Alumni Relations
(616) 331-3590
[email protected]


Tags

55andupalumni alumni grandforum humanresources retirewell


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This event was added to the calendar by Alex Priebe (priebeal@gvsu.edu) on Monday, November 7, 2022 and was last updated on Monday, January 9, 2023 at 10:02 a.m.