top of page
"The Income For Life Model" Bucket Plan
Tue, Sep 12
|Penn State Great Valley
A Holistic Approach To Never Run Out of Money in Your Retirement.
Registration is closed
Time & Location
Sep 12, 2023, 6:30 PM – 8:00 PM EDT
Penn State Great Valley , 30 East Swedesford Rd, Malvern, PA 19355, USA
About the event
In this workshop I will be discussing Retirement Income Planning using a holistic approach, you will learn about the options available when you retire and the differences. I will discuss coordinating your Social Security and Pension with your retirement savings and various withdrawal strategies. “The Income for Life model.” I will discuss how to build a retirement income plan using a bucket or ladder strategy
bottom of page