Events and Webinars

Beyond Investing: Creating Your Retirement Income Plan

Dustin Smith, Senior Vice President, Financial Advisor

43 minutes

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You’ve been working hard and saving for a retirement full of all those things you daydream about at your desk. Now that you’re getting closer to making those dreams a reality, have you thought about how you’ll really pay for it? Creating a retirement income plan is about more than maxing out your 401(k) contributions this year, it’s about setting your savings up to pursue all the goals you’ve been working towards.

During this presentation you’ll learn about:

  • What risk factors you need to account for
  • How to account for your short-term, mid-term and long-term spending needs
  • Strategies that could help you save big on tax payments throughout retirement

Join us and learn strategies to take your retirement plan beyond investing.

Editor's Note: This webinar originally aired on 10/21/2020

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Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.