Where will my money come from? -- Tax Strategies with your income -- Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go” -- Employer Distribution Options -- Annuities/Ladders -- Social Security Details / Strategies

Current market volatility • Savings vs Investing • Your retirement plan investment options defined and explained • The case for alternatives • Growth vs Value • How important are dividends? • Risk tolerance assessment done correctly • Guiding Principles & Strategies • What will happen with interest rates?