Past Topics

1. Topics1) Financial Planninga) Elements of a financial planb) The planning processc) Professional assistance available 2) Structured Distributionsa) Liquidity for expensesb) Rebalancing to create cash flowc) Which accounts to tap – taxable or tax-deferredd) Asset allocation during retirement 3) Wealth Transfera) Identify potential legacy assets a...

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About the AVL 55+ Financial Fitness Meetup Group

AVL 55+ Financial Fitness 1. Purpose: a Group that meets regularly to discuss the financial challenges of the 55+ 2. Sponsored by the non-profit Oahu Adventures Foundation, Inc. 3. Home page:  4. Method: In a casual setting (library, conference room, etc.) a presenter will provide information about a s...

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