Shifting from Saving to Spending

Description: If you want to learn ways to successfully transition from saving for retirement to spending in retirement and identify steps you can take to help generate the lifetime income you may need, then you should attend this workshop and learn about:

• The importance of your investment mix in retirement
• Elements for building your investment strategy
• Considerations for portfolio withdrawal rates

Target Audience:
• Age 55+ who are
• Plan to retire in less than two years
• Have a retirement income plan in place.

Facilitated by: Fidelity Financial Advisors
Location: LIB 314

Contact: > See Description for contact information

Topical Areas: Training, Workshop, audience: Staff, audience: Faculty

Registration: Registration is required for this event. If you do not see a registration box or a UMassD Login form here:

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