You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from your assets, and the decisions you make are extremely important.

As you approach retirement, it’s also important to examine one of the largest expenses you may face — rising health-related costs —and develop a plan to help pay for them.

Join us for an educational webinar where we’ll focus on strategies designed to help you:
• Make the most of your retirement income streams
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Choose how best to tap into your retirement accumulations
• Understand your retirement plan distribution options
• Prepare for the unexpected
• Better plan for how much you may need to manage health care costs in retirement
• Understand the primary health care resources available including Medicare

Perhaps best of all, you’ll be eligible for a complimentary retirement plan review offered to all webinar participants.

Our presenter will be Jonah Kaufman, CFS Financial Advisor. He will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union and CFS financial advisor, Wayne Johnson. They are part of the Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.

We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.