Join us for a real-world case study that walks step-by-step through building a sustainable retirement on an $850,000 nest egg. Senior Planner Josh Richardson, CFP® will demonstrate how thoughtful planning can turn a modest balance into long-term stability.
You’ll learn:
How to evaluate income needs and lifestyle goals
Safe withdrawal rates and income distribution strategies
The role of Social Security timing
How to balance risk, growth, and protection
Ways to stretch resources without sacrificing comfort
If you're wondering what retirement looks like at this level, this session gives you a practical, realistic roadmap.
