Retirement Income Strategies with a Military Focus

This one-hour, CE-approved course offers a focused and practical overview of retirement income strategies designed specifically for individuals with military affiliations. Transitioning from the accumulation phase to the utilization phase presents unique challenges, and this course will explore key considerations to help navigate that shift effectively.

Attendees will gain insights into integrating the Thrift Savings Plan (TSP), military pension benefits, and Social Security into a cohesive retirement income strategy. Additionally, we’ll address common pitfalls and critical factors that can impact long-term financial security.  

Speakers