Turn your savings into a reliable paycheck — for life. 

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Retirement isn’t just about how much you’ve saved. It’s about knowing how to turn those savings into dependable income while managing the risks that can derail even a well-funded retirement.

Join Glennel Jordan, MBA, CFP®, and Kelley Tom, MBA, CFP®, of Summit Financial Advisors for a practical, Hawaii-focused look at the key decisions that can help make your retirement income more predictable and sustainable.

During this webinar, we’ll cover:

• The five big retirement risks: longevity, market downturns, inflation, taxes, and healthcare costs.
• Creating an income floor: How to coordinate Social Security, pensions, annuities, and your investment portfolio to cover essential expenses.
• Managing taxes in retirement: Understanding taxable, tax-deferred, and tax-free accounts—and strategies that may help you keep more of what you’ve saved.
• Social Security timing: How the decision to claim at 62, full retirement age, or 70 can affect your lifetime income and your spouse’s protection.
• Protecting against market volatility: Why the order of investment returns matters once you begin taking withdrawals.
• Planning for healthcare and long-term care: The retirement expenses many people underestimate.
• Putting it all together: A simple framework for creating a retirement income plan with a clear purpose for every dollar.

You’ll leave with a practical checklist to help you evaluate your own retirement income strategy and identify areas that may deserve a closer look.

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Educational presentation only. No individualized investment, tax, or legal advice will be provided.