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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20171107T170000Z
DTEND:20171107T181500Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Tapping into Retirement Accounts to Build an Income Stream
DESCRIPTION:How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.\n\nThis one-hour roundtable event will feature financial advisors\, CPAs\, & bankers for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement. \n\n \n\nAfter completing the Roundtable\, you will know:\n\n The ultimate purpose of retirement income planning\n The 4 biggest risks clients face in retirement \n 4 approaches for designing a retirement income plan \n Transition planning: When to take distributions & liquidate assets\n How to customize income solutions for each client
X-ALT-DESC;FMTTYPE=text/html:How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.
\nThis one-hour roundtable event will feature financial advisors\, CPAs\, &\; bankers for a "\;working lunch"\; to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
\n \;
\nAfter completing the Roundtable\, you will know:\n\n - The ultimate purpose of retirement income planning
\n - The 4 biggest risks clients face in retirement
\n - 4 approaches for designing a retirement income plan
\n - Transition planning: When to take distributions &\; liquidate assets
\n - How to customize income solutions for each client
\n
\n
LOCATION:Wake Med Apex Health Plex\, 120 HealthPlex way 2nd Floor Conference Room\, Apex\, NC 27502
UID:e.502.5072
SEQUENCE:3
DTSTAMP:20260523T024729Z
URL:https://business.apexchamber.com/events/details/tapping-into-retirement-accounts-to-build-an-income-stream-11-07-2017-5072
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