Budgeting for Retirement

September 3rd, 2019 · 6:30 - 8:00pm

Lyn Adams, CFP®
Many successful people find budgeting for retirement spending to be far more complex than a budget when they're working.
1) Laptop (something to work on a Microsoft Excel spreadsheet)
2) This Spending Plan Worksheet (click here)
3) Social Security or Pension information 
Anyone looking for more information about how to best plan and prepare for spending during retirement. 

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.

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