Fundamentals of Retirement Income Planning
Retirement and Finances
About This Session
How much of your current lifestyle will you be able to enjoy in retirement?
Designed for clergy, lay employees, and those nearing retirement, this session explores how to turn your retirement savings into steady, sustainable income—and how each part of your financial picture works together to support the life you want in retirement.
In this session, you will:
- Understand the key risks retirees face, and how an income plan can help offset them
- Identify your primary income sources and expected retirement expenses
- Explore different retirement income strategies and how they support different needs
- Gain tools and resources to confidently transition from saving to spending
