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October 2013

Financial Planning for Boomers, Part II

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Forrest Bell, CFP®
Senior Investment Advisor, Financial Planner
Laurent Harrison, CFP®
Investment Advisor, Financial Planner

Topics include:

  • Creating an investment strategy that supports and pivots with your financial plan
  • Benefits of adopting a fluid spending plan in retirement
  • Taking a thoughtful approach to Social Security
  • Navigating the complex world of pension options – Annuitizing a pension, Lump Sum options, and Survivor Benefits

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