Avoid the Myth, Mistakes and Misconceptions of Reitrement Planning
presented by Gene Bowan, Zuk & Associates

This presentation addresses the myths, mistakes and misconceptions that hinder today’s educator from achieving a financially secure retirement.

Myth: An educator lives, on average, six years beyond the age of retirement,

Mistake: After retirement, the focus of my investment portfolio should shift from growth to asset preservation.

Misconception: My pension from CalSTRS or CalPERS is set in stone by formula.

These and other obstacles are identified and addressed with solutions for maximizing your retirement opportunities.

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