Budgeting for Retirement

September 3rd, 2019 · 6:30 - 8:00pm

TAUGHT BY 
Lyn Adams, CFP®
LOCATION
DESCRIPTION 
Many successful people find budgeting for retirement spending to be far more complex than a budget when they're working.
WHAT TO BRING
1) Laptop (something to work on a Microsoft Excel spreadsheet)
2) This Spending Plan Worksheet (click here)
3) Social Security or Pension information 
WHO SHOULD TAKE THIS CLASS?
Anyone looking for more information about how to best plan and prepare for spending during retirement. 
PRICE
$25*

This class is currently full. Please sign-up to be put on the waiting list. Thank you!

*Class fee waived for 401k plan participants managed by Adams Financial Partners and current wealth management clients.

© Copyright 2019 Adams Financial Partners, Inc. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The site is published for residents of the United States only. Registered Representative of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit Cetera Advisor Networks LLC site.