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Westfield|Local Event

“De-Risk your Retirement: Protecting your Income, Lifestyle and Legacy” on Zoom-Westfield Library

“De-Risk your Retirement: Protecting your Income, Lifestyle and Legacy” on Zoom-Westfield Library

Event Details

VIRTUAL VIA ZOOM

Financial planner Jodi Bloom will present “De-Risk your Retirement: Protecting your Income, Lifestyle and Legacy.” You should register online with your email address to receive the Zoom link, which will be sent a few days before the program.

As Ms. Bloom wrote in her program description, “Retirement can feel complex and unpredictable, leaving many feeling overwhelmed and unsure. It's a mix of excitement and anxiety--and some of the biggest decisions you'll ever face. This workshop turns uncertainty into clarity, helping you move forward with confidence and peace of mind.”

Participants will learn the basics of making savings last for 25-30 years or more; protecting retirement from rising costs, volatile markets, taxes, and healthcare expenses; properly transitioning from accumulation to reliable income; and strategies to help create stability and clarity in retirement.

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