Critical Finance: A Nuke's Guide to Financial Planning is an educational webinar series meant to take a deep dive into many different financial planning concepts. This webinar is hosted by Ryan Townsley, CFP®, owner and lead financial adviser at Town Capital. He was a 17 year Nuclear Power Plant veteran prior to founding the only financial planning firm exclusively for the nuclear industry.
This webinar's topic:
Critical Finance: Advanced & Underutilized Methods to Maximize Retirement Spending
In this live webinar, we will discuss...
Agenda:
The classic (and outdated) methods most advisors use for retirement income planning
The biggest risks with these simple and outdated methods
Why most retirees have major regrets in their 70's
What is the difference between a static and dynamic income plan?
What are guardrails and how do they allow me to spend more?
What is the difference between investment and income risk tolerance?
How do bequest wishes change your income plan?
There will be live Q&A if you would like to ask questions. You can also email me your questions in advance at ryan@towncapitalllc.com. If you are not able to attend, don't worry, a recording will be sent out after the event.
When?
Wednesday, September 28, 2022 · 6:00 p.m.
Eastern Time (US & Canada)
Duration: 1 hour
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
The classic (and outdated) methods most advisors use for retirement income planning
The biggest risks with these simple and outdated methods
Why most retirees have major regrets in their 70's
What is the difference between a static and dynamic income plan?
What are guardrails and how do they allow me to spend more?
What is the difference between investment and income risk tolerance?
Former Nuke turned owner of the only financial planning firm dedicated to nukes...
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Currently pursuing Doctorate in Finance
MBA in Finance, Towson University
BS in Nuclear Engineering Technology,...