Financial Fridays with Jennipher Lommen

Retirement 101: How to plan for a successful retirement

This presentation will provide information on what to consider as you plan for retirement:

? What will be your sources of income during retirement?
? How to transition from accumulation to spending of savings?
? What are the tax implications of different types of retirement accounts?
? Which Social Security Strategies might be most beneficial?
? Do you need to make changes to your investment portfolio when you retire?

Jennipher Lommen is a Certified Financial Planner and Enrolled Agent who helps families in Santa Cruz plan for their financial futures. She is a member of the Financial Planning Association's Pro Bono committee which is committed to helping consumers make intelligent financial decisions to achieve their life goals.