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Large Meeting Room A&B

Money Smart: Making Your Nest Egg Last a Lifetime

Building up your retirement nest egg was hard work, but so is managing it to last a lifetime. This session looks at the research and the products that are evolving to address this need. Learn the newest studies behind the 4% rule, how to evaluate the advantages and disadvantages of annuities and, briefly, longevity insurance and reverse mortgages. Presented by Karen Chan Financial Education & Consulting LLC.

Event Date: 
Tuesday, April 15, 2014 - 6:30pm to 8:00pm