If you have five years or less until you retire, this special workshop series can help you prepare to make a successful transition from the workforce to living the life of leisure.

Part 1: Preparing to Retire                                              

• Estimate your expenses in retirement

• Evaluate your income sources

• Adjust your asset allocation and investments

Part 2: Tapping Your Retirement Assets

• Creating a retirement paycheck through withdrawals
• Determining the most tax-efficient way to tap your assets
• Planning for required minimum distributions (RMD)

Part 3: Monitoring Your Portfolio

• Managing the risk in your portfolio through asset allocation
• Maintaining your account performance in good and bad markets
• Strategies to extend the life of your portfolio