New Ulm Public School

This engaging workshop will help you navigate the complex journey of retirement planning. Learn how to chart your course for a fulfilling and financially secure retirement using the “Retirement GPS” approach. Workshop Highlights Determine your Destination • Explore your unique retirement goals and dreams. • Create your personal retirement “bucket list.” • Understand the importance of having a clear vision for your future. Plan Your Trip • Learn about the “Four Buckets of Money” strategy for organizing your finances: 1. Liquidity 2. Long-term Growth 3. Lifestyle 4. Legacy Enjoy the Journey • Discover strategies to never run out of income…even if you run out of money • Understand the concept of “Reliability of Income” in retirement • Learn how to mitigate the Sequence of Returns risk This workshop will provide insights into creating YOUR retirement. Gain the knowledge and tools necessary for a successful retirement journey.