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Schools

Making a Smooth Transition into Retirement

Retirement Income Planning is a subject that each and every one of us will need to address, ideally sooner rather than later. Though you may be familiar with the idea of retirement planning—saving and investing for retirement, you may not know as much about retirement income planning—creating a plan for how to smartly “consume” those assets over the course of your retirement to generate the income you need and help it last a lifetime.

 Join us on Thursday, October 6 as Julius Atterberry from Merrill Lynch discusses today’s retirement realities, why income planning is critical, Roth IRA conversion, and various strategies tailored to your needs.   
Advance registration is recommended.   To register, go to our events calendar at www.wopl.org or call 973-736-0198.

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