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Lisa Raye Hund, ChFC® CExP™ MBA


Prepared Not Scared Series: Retire with Certainty: Insulate

Prepared Not Scared Series: Retire with Certainty: Insulate Your Retirement Finances from Risks to Improve Your Quality of Life.

Tuesday, May 19, 2020

1:00p - 2:00p EST

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The path through life during our working years is often filled with uncertainty, from navigating a career to raising children. Retirement on the other hand, shouldn't be - instead of uncertainty, your retirement years should be filled with predictability, but far too often commonly used retirement planning strategies leave the retiree at the mercy of risks that are completely unpredictable and out of their control. In this session, hear from Consolidated Planning's Neal Brincefield RICP®, CLU®, ChFC®, CExP™ about several practical ways you can structure your financial situation in retirement to engineer security into the equation without sacrificing lifestyle or control. Specifically, this session will address the 2 key categories of Retirement Risk to be managed, how to protect against future tax increases, and how the right amount of liquidity built into your balance sheet allows you to increase overall income and insulate you from volatility.

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