DATE AND TIME: Wednesday, September 21, 20225:30pm - 7:00pmAlso Occurs On:
PROGRAM TYPE:
Mike Finley Series
AGE GROUP:
Adults
PROGRAM DESCRIPTION:
EVENT DETAILS
This free 8-week seminar teaches the individual "how to retire" financially AND psychologically as they embrace the next stage of their life. The information discussed includes pensions like IPERS, investing wisely and efficiently with an eye toward taxes and withdrawal strategies, the 4% rule, Social Security strategies, the ins and outs of insurance to include Medicare, what to do with the home, and much, much more. Financial freedom to follow! No registration required.
Week #3: How to withdraw from a portfolio in a cost and tax-efficient way using the 4% rule as a guide.
The 4% rule
RETIREMENT SERIES WITH MIKE FINLEY
Let Mike Finley, aka "The Crazy Man in the Pink Wig", help you build a better relationship with your money by attending this 8-week seminar to help you get retirement ready. From your retirement portfolio to navigating the 4% rule, this seminar will teach you how to be financially and psychologically ready for retirement.
LOCATION DETAILS
Waterloo Public Library
415 Commercial Street
Waterloo, IA 50701
See map: Google Maps
CONTACT INFO:
Name: Kim
Email: kchapman@waterloopubliclibrary.org
Phone Number: (319) 291-4480
Original source can be found here.
Alerts Sign-up