The Value of Income Planning for Retirement
To sign up for a UMassFive Wealth Management workshop, please click on the date and fill out the form.
Join your Wealth Advisor, Aimee Marden, for a webinar focused on income planning in retirement.
Retirement is a journey—and like mountain climbing, reaching the summit is only half the challenge. This engaging webinar introduces a structured approach to retirement preparedness by emphasizing the importance of income planning. Using the analogy of mountain climbing, attendees will learn how to transition from saving to spending, identify potential risks to retirement income, and explore strategies to ensure financial stability throughout retirement. The session highlights the role of financial professionals as guides who help navigate the complexities of income planning and support clients in achieving long-term financial goals.
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LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.