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Life After Work How to Create a Sustainable Income Stream in Retirement Presented by [Name] [Firm name] [Disclosures]

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This is a PREVIEW ONLY version of this program. 

Learn to present this workshop to clients and advisors as part of Advisor/Client’s “Host a Retirement Income Workshop”


Host A Retirement Income Workshop includes: 

Complete guide for how to give a client workshop.

Workshop presentation (FINRA-reviewed): Script and slides for "Life After Work: How to Create a Sustainable Income Stream in Retirement“

Invitations, telephone script and e-mail campaign (FINRA-reviewed)

Workshop evaluation form and appointment request form.

Client worksheet and document checklist for first appointment

Article reprints (FINRA-reviewed) for discussion, sharing, and follow-up.


How much income you will need

Where that income will come from

  

When you will startPURPOSES Social Security ONLY FOR REVIEW Whether or not you should work

How to manage withdrawals for a sustainable lifestyle

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FOR REVIEW PURPOSES ONLY

Source: Best-Case Strategies for a Flexible Retirement, Metlife Mature Market Institute, February 2011

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Where will you live? What will you do? ONLY FOR REVIEW PURPOSES How long will you live? What surprises does life hold? 6


Considerations ◦ ◦ ◦ ◦ ◦

Proximity to children and grandchildren Affordability Employment and business opportunities Travel plans General preferences

FOR REVIEW PURPOSES ONLY  Climate  Culture  Recreation

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Income-generating activities ◦ Employment ◦ Own business (profitable)

Expense-generating activities FOR REVIEW PURPOSES ONLY ◦ Hobbies ◦ Travel ◦ Own business (startup)

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Current

Men

Women

age 50

28.8

32.5

55

24.7

28.0

65

17.0

19.7

70

13.6

15.9

Average life expectancy – only useful for insurance companies Your life expectancy – how to estimate

60 20.7 23.8PURPOSES ONLY FOR REVIEW 

◦ www.livingto100.com

Source: Centers for Disease Control and Prevention, Table 7

Life expectancy to ensure your money lasts: age 95 or 100 9


Health  Family  Economy REVIEW  FOR Major disasters 

PURPOSES ONLY

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Housing

$_______

Food

$_______

Clothing and personal items

$_______

Discretionary: hobbies, travel, etc.

$_______

Insurance

$_______

Taxes

$_______

Total

$_______

FOR REVIEW PURPOSES ONLY Transportation $_______

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These slides removed from preview. Slide 12- Retirement Income Sources  Slide 13- Retirement Income Sources, Average  Slide 14- Retirement Income Sources, Lowest Quintile  FOR Slide 15Retirement Income Sources, Highest REVIEW PURPOSES ONLY Quintile  Slide 16- Social Security- How Much Will You Receive?  Slide 17- Pension  Slide 18- Work 


These slides removed from preview. Slide 19- Asset Income from Personal Savings  Slide 20- Asset Income, Possible Approaches  Slide 21- “Live Off the Interest”  Slide 22- “Mandatory vs. Discretionary”  Slide 23- “4% Rule”  Slide 24- “Bucket Strategy” FOR REVIEW PURPOSES ONLY  Slide 25- “Pros and Cons”  Slide 26- What About Income Taxes?  Slide 27- Best Case Strategist  Slide 28- Best Case Strategist (cont.)  Slide 29- How We Can Help  Slide 30- Action Plan  Slide 31- Contact Us 


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How to Create a Sustainable Income Stream in Retirement

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