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Retirement Planning

Photograph of a couple walking in the woods

Retirement Planning

Jensen Financial Group hosts workshops designed to provide individuals the critical information they need to make informed financial decisions on their journey to and through retirement.

If you are approaching or already in retirement, make plans to attend one of our upcoming workshops and make sure that you are on the right path to achieving your financial goals for retirement.

Workshops are free to attend, but seating is limited. There will be a $30 fee for the Baby Boomer Retirement for course materials. Please be sure to RSVP for one of our upcoming events today by clicking here or calling 919-827-1684.

Upcoming Workshops (stay tuned)

"Income Allocation Workshop"

Just like our working years, financial security will be more about the income we receive rather than how much we have saved. Do you have a financial strategy to create income and preserve capital for a 30, or even 40 year retirement? Learn how much you can safely withdraw in retirement without exhausting your savings.

"Baby Boomer Retirement and Planning"

Plan for a sound retirement! The latest research suggests that baby boomers may need to change their planning methods. This comprehensive personal finance course is for those about to retire or in early retirements and covers income planning, social security maximization, and pitfalls to avoid. Participants will be given tools for better understanding budgeting, taxes, estate planning, and risk.

This is a Two night Class and there is a $30 fee for course materials.











Invite Glenda to Speak at Your Event!

Glenda Jensen is available to speak at your next event. To learn more about Glenda’s presentation topics and availability, contact our offices by clicking here or calling 919-827-1684.


Contact

4004 Barrett Drive, Suite 104
Raleigh, NC 27609

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