Presenters:
Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner
Laurent Harrison, CFP®, Investment Advisor, Financial Planner

Topics include:

• • Creating an investment strategy that supports and pivots with your financial plan
  • Benefits of adopting a fluid spending plan in retirement
  • Taking a thoughtful approach to Social Security
  • Navigating the complex world of pension options – Annuitizing a pension, Lump Sum options, and Survivor Benefits

Navigating the complex world of pension options – Annuitizing a pension, Lump Sum options, and Survivor Benefits