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Learn more about a solid financial foundation from an expert at your local library!
Planning for retirement can feel overwhelming, especially when faced with questions about income, market uncertainty, taxes, and the unexpected. Thrivent Financial Advisor Joe Davis provides a practical framework for understanding how retirement income strategies work and how thoughtful planning can increase confidence over time. Explore five key areas: creating reliable income to cover essential expenses, reducing the impact of market volatility, planning for a retirement that may last decades, managing taxes through strategic withdrawals, and preparing for “what if” scenarios, such as health changes or loss of a spouse. Gain insight into how different income sources work together and why an income-focused approach can help support long-term stability. This session is designed for individuals nearing retirement or already retired who want a clearer picture of how to align their financial resources with their goals, values, and desired lifestyle. No products will be sold, and the content is intended for general educational purposes.
Learn how to build a strong financial foundation and grow your financial future - subjects may include personal banking, investing, savings, retirement, insurance and so much more! Bring your questions!
AGE GROUP: | Older Adults | Adults (18+) |
EVENT TYPE: | Presentation/Panel | Education | Class/Workshop |
