Retirement Planning

Registration closes soon, reserve your spot today!

When: Wednesday, October 14 /. 10:30 AM – 11:30 AM

Where: Chapin Memorial Library

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The Bucket Strategy

Will your retirement portfolio withstand market downturns when you start drawing an income?

Transitioning into retirement requires moving beyond simple accumulation to master the complex rules of wealth distribution. Discover how proper account bucketing helps control market volatility, manages early retirement spending habits, and prevents emotional decisions during market drops. We will explore key risks often overlooked in traditional plans, including inflation, market timing, and longevity. Learn how segmenting your assets across defined time horizons protects your immediate cash flow while leaving room for long-term growth. Join us at the Chapin Library to learn actionable, tax-efficient strategies designed to give you clarity on your retirement plan.