Retirement planning extends beyond building savings. Thoughtful financial decisions later in life can maximize retirement income, reduce unnecessary taxes, and simplify the transfer of assets to loved ones and charitable organizations. Nationally recognized financial advisor Lynsey Lunsford discusses key financial considerations during retirement, including tax-efficient charitable giving, retirement account distributions, beneficiary designations, and strategies for preserving wealth beyond estate planning. The session also explores common financial pitfalls, planning milestones, and practical questions for the future, providing a valuable complement to presentations on wills, trusts, and estate planning.
- SEPTEMBER 30
- 2:00-3:30 p.m.
- Cunningham Memorial Library Events Area