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Income Planning in a Time of Uncertainty

Income Planning in a Time of Uncertainty

Planning for consistent retirement income is one the biggest focuses in a financial plan.  This webinar discusses our approach to retirement planning, and touches on the challenges of converting account balances to lifetime income. 

The presentation covers the importance of cash-flow planning, sustainable retirement account withdrawals, and re-visiting your plan in challenging market environments.

*Special Guest Brian Carlson of Jackson National

*Not affiliated with Woodbury Financial 

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