Life After Work: Retirement Income Planning
Planning for retirement? Learn how to replace your paycheck with multiple income sources, explore key financial considerations and discover strategies to make your money last through every stage of retirement.
Topics Discussed:
- Why you need a retirement income plan
- 6 questions to ask before you retire
- How to determine how much income you will need in retirement
- The 4 primary sources of retirement income
- 4 popular withdrawal strategies and the pros and cons of each
- How retirement income is taxed
- 5 tax planning strategies in retirement
- A retirement income action plan
Robert S. Davis
Instructor
Robert S. Davis graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. He is a CERTIFIEDFINANCIALPLANNER™ practitioner holding a Series 66 NASD investment license. Valuing the importance of life-long learning, he continues participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. He also teaches several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, he began his financial planning career at an independent advisory firm before striking out on his own. He established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of his clients who come from all walks of life.
67-851-F10
Instructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Tue, Nov 10th 2026 | 6:30 - 8:30 PM | Minnetonka Community Education Center |
