Creating your Retirement Paycheck
About This Webcast
After years of saving for retirement, the way you think about income can change. Instead of relying primarily on a paycheck from work, you may be bringing together Social Security, pensions, savings, and investments to support your spending. Join us for our upcoming webinar, Creating your retirement paycheck, where Empower financial professionals discuss key considerations for bringing those different resources together as part of your retirement income planning. During this session, we discuss: How to estimate what your retirement paycheck may need to cover. How income sources such as Social Security and pensions can fit into the picture. How your savings can help cover the difference between your expected spending and income. Considerations for withdrawals, account types, and taxes in retirement. How to keep your investment strategy aligned with your spending needs, time horizon, risk tolerance, and overall retirement plan. Whether you’re nearing retirement or already retired, this webinar can help you better understand how the different pieces of your financial life can work together to support your retirement spending. Register to view the webinar relay.
Speakers
Keith Jones, CFP®
Senior Premier Wealth Advisor & Practice Lead
Keith is a Senior Premier Wealth Advisor & Practice Lead at Empower. He focuses on building relationships, providing guidance on financial planning needs, and identifying planning opportunities. Keith has been with the organization for over nine years and has over a decade of experience in the financial services industry. Keith brings a wealth of knowledge to the table and helps clients understand how they are positioned and what can be adjusted for long term success. Key focuses for Keith include; Retirement Planning, Tax Planning, Estate Planning, Insurance Guidance, education planning, and financial security. Keith has a Bachelor’s Degree in Finance from Colorado State University and also holds the Certified Financial Planner™ designation. Keith is married (Wife – Leandra) with two sons (Jackson andJayden) and currently lives in Erie, CO. The family of four are all Colorado Natives and enjoy getting away in the mountains at every opportunity.
Naomi Feldott, CFP®
Senior Premier Wealth Advisor & Practice Lead
Naomi is a Senior Premier Wealth Advisor & Practice Lead at Empower. She has over a decade of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Naomi s passionate about getting to know clients and understanding their unique needs. Naomi lives in Dubuque, IA and enjoys traveling and spending time with her family.
Samantha Dwyer, CFP®
Senior Client Engagement Specialist
Samantha is a Senior Client Engagement Specialist at Empower, where she focuses on enhancing client engagement and delivering meaningful financial content to Empower clients. With more than 12 years of experience in the financial services industry, Samantha has been with Empower since 2021. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2018. Prior to her current role, she served as both a Financial Advisor and a Retirement Plan Advisor at Empower, bringing a well-rounded perspective to her work with clients. Samantha graduated from Widener University’s School of Business. Originally from Philadelphia, she now lives outside of Nashville, Tennessee, with her two children.