Retirement Income Planning

What is my income plan in retirement?

Feel Confident in Your Retirement Plan

Knowing that you’ve properly planned for retirement offers peace of mind. At Royal Oak Retirement University, our goal is to help you find that peace of mind. With multiple factors that can affect your retirement income, learning the best strategies to incorporate into your retirement plan empowers you to make the decisions necessary to have your best possible future.

Questions About Course & Registration

What material will be covered in this course?

This course will cover material regarding the best practices in planning for retirement, including how to handle factors that can affect your income, how to maximize your income potential and other matters such as:

  • Income Needs
  • Sequence of Returns
  • Dividends and Interest
  • Benefit vs. Contribution
  • RMDs
  • Annuities
  • Social Security & Retirement Income
  •  Rentals
  • 401(k)s & IRAs
  • The Rule of 100
Who would benefit from attending this course?

Attendees that would benefit the most from this course have a curious and engaging attitude towards learning, advocate for themselves and their family regarding financial matters, and have acquired assets through years of hard work.

How do I signup for a course?

Signup is a breeze! To register for any of our courses, simply click the link for the date and session you want to attend. Once registered, you will receive an email confirmation that serves as your confirmed reservation.

Register Today

Meet with our fiduciary team to discuss your ultimate financial goals.

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Envision Your Future. Plan for It With Us.

Do you have questions about Royal Oak Retirement University courses? We’d love to hear from you!

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