Mike Finley Retirement Series

Program Type:

Mike Finley Series

Age Group:

Adults
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Event Details

This free, in-person-only 8-week seminar prepares individuals for retirement both financially and psychologically. Topics include pensions like IPERS, tax-efficient investing, withdrawal strategies, Social Security, Medicare, housing decisions, and more. Gain the tools to confidently navigate the next stage of life. No registration required.

Week #3: The 4% rule

How to withdraw from a portfolio in a cost and tax-efficient way using the 4% rule as a guide.