Welcome to AFEA:: American Financial Education Alliance

Event Date : 30-JUL-2025
Event Location :
Community & Recreation Center at Boyce Mayview Park
1551 Mayview Rd
Upper St. Clair, Pennsylvania 15241
Price : $ 0
Instructor: Matt D'Amico

Complete the form below to register for this course.

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EVENT LOCATION

Venue : Community & Recreation Center at Boyce Mayview Park

Address : 1551 Mayview Rd

City : Upper St. Clair

State : Pennsylvania

Zip Code : 15241

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Class Start at : Wed, 30-Jul-2025, 06:30 PM - 08:30 PM

Course Description

Retirement Income Planning

What you will learn

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts