Many people want the ability to spend more earlier in their retirement years, and rightfully so, as they’re younger and healthier. A large disappointment in our line of work is the passing of individuals who leave inordinately large sums of money in their accounts in addition to large estates. While the children enjoy this, there may have been more “life to live” for the parents who kept a close watch on their spending and grew their investments right until the end of their lives. Why is so much left behind? What can be done about this dynamic? The answer might be a dynamic spending strategy.

Our team will cover:

• How to Create a Spending Strategy That Maximizes Spending During Your Early and More Active Years of Retirement
• How Following Traditional Spending Rules During Retirement Might Not Always Be More Valuable or Rewarding
• How to Leave Your Kids With a Healthy Amount of Money Without Compensating Your Budget During Retirement

Taught by Eric Johnston, CFP®. Eric is a Certified Financial Planner® and President at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-877-307-6858.

Registration is requested. Walk-ins are welcome as space allows.