Retirement Income Planning 101 (The Road To Retirement Success) 55+ (FMO)

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The number one concern for retirees is running out of money. This 30+ slide presentation breaks down today's retirement strategy and looks at pension, social security, and other income sources. Your audience will enjoy distribution case studies, how to pass IRA money to your children, how to care for a parent or child with needs, and explore tax free money opportunites.

*A follow along script is included with this presentation*

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