Managing Retirement Risks In An Uncertain World
Learn Strategies Designed To Help Address Market Volatility, Inflation, And Retirement Income Challenges
Retirement today is different than it was 20 years ago. Market volatility, inflation, taxes, and longer life expectancies have created new challenges for retirees and those preparing for retirement. Join us for an educational event where we’ll discuss strategies designed to help you protect your retirement income and make smarter financial decisions for the years ahead.
What can you expect to learn from this class?
How market volatility can impact retirement income and long-term savings
The three biggest risks retirees face — inflation, longevity, and sequence of returns
Strategies designed to help create more reliable retirement income
Why reducing portfolio volatility may be more important than chasing higher returns
How tax-efficient withdrawal strategies may help your retirement savings last longer
Ways to evaluate whether your current retirement plan is taking too much risk
Gain Confidence Navigating Retirement Income, Tax-Efficient Planning, and Strategies Designed to Help Protect Your Financial Future
Planning for retirement has become increasingly complex due to market volatility, inflation, rising taxes, longer life expectancies, and uncertainty surrounding the future economy. This educational workshop is designed to help you better understand the risks that can impact your retirement and explore strategies that may help create a more stable and tax-efficient retirement income plan.
During this informative event, we’ll discuss how market downturns, sequence-of-return risk, inflation, and excessive portfolio volatility can affect retirement income over time. You’ll also learn why retirement planning is about more than simply earning higher returns — it’s about creating a strategy designed to help protect your lifestyle and preserve your assets throughout retirement.
We’ll explore concepts including retirement income distribution planning, tax-efficient withdrawal strategies, Roth conversion opportunities, portfolio risk management, and ways to help reduce the long-term impact of market volatility. You’ll also gain insight into how different income sources may be taxed and why proper planning can play a critical role in helping your retirement savings last longer.
Through real-world examples and retirement planning case studies, you’ll learn how thoughtful planning may help improve retirement outcomes and provide greater confidence in uncertain markets.
Whether you are approaching retirement or already retired, this workshop will provide valuable education and practical ideas to help you make more informed financial decisions for the future.
Join us on Thursday, June 18th at 6:00 PM at the Community & Recreation Center at Boyce Mayview Park for this complimentary retirement planning workshop.
Space is limited. Sign up today!
THURSDAY
June
18
6:00 PM
This informative workshop provides education on retirement planning strategies designed to help address market volatility, inflation, taxes, and other financial risks that can impact long-term retirement success. You’ll learn how portfolio volatility, withdrawal strategies, and tax-efficient planning may affect your retirement income, while exploring ways to help create more reliable income and improve portfolio longevity through changing market conditions.
Throughout the session, we’ll discuss retirement income distribution planning, risk management concepts, Roth conversion opportunities, and strategies designed to help reduce the long-term impact of market downturns and rising taxes. By the end of the workshop, you’ll have a clearer understanding of how proactive planning may help you build a more efficient and sustainable retirement strategy.
Frequently Asked Questions
Who is this seminar for?
This workshop is ideal for individuals and couples who:
• Are nearing retirement
• Those concerned about market risk
• Anyone looking to create more predictable retirement income
• Investors wanting to better understand taxes and retirement planning
What's the purpose of this class?
This workshop is designed to be purely educational, providing attendees with valuable insight into retirement planning strategies and the financial risks that may impact long-term retirement success.
Topics covered include:
• Managing Retirement Risks – Understand how market volatility, inflation, longevity, and sequence-of-return risk can affect retirement income
• Retirement Income Planning – Learn strategies designed to help create more reliable income throughout retirement
• Tax-Efficient Strategies – Explore how different retirement income sources may be taxed and why withdrawal planning matters
• Portfolio Risk & Volatility – Discover why reducing volatility may be just as important as pursuing higher returns
• Retirement Stress Testing – See how different retirement strategies may perform during market downturns and changing economic conditions
• And much more...
While presenters may offer business cards or brochures for informational purposes, there is no obligation to interact with them during or after the class.
Who is the speaker/presenter?
Shane Galino is a Pittsburgh native who has dedicated the last 20 years to providing his clients with innovative, transparent, and cutting-edge financial solutions. Shane has worked with some of Pittsburgh's most recognized financial institutions and throughout his career has managed over $600 million dollars. He brings a fresh, but simple approach to financial planning.
Community & Recreation Center at Boyce Mayview Park
Address
1551 Mayview Rd.,
Pittsburgh, PA 15241
When
Thursday, June 18
6:00 PM
