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Understanding Assets vs. Income, Needs vs. Wants

This class will help pre-retirees and retirees gain clarity around two of the most critical questions in retirement: Do I have enough? And how do I make it last?

We’ll explore the differences between asset-based and income-based planning, how to evaluate needs versus wants, and how to structure your finances to support a confident and sustainable retirement. Additional information on Social Security will be provided if needed.