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Life After Work: Retirement Planning


Adult Enrichment / Money Matters -
Winter/Spring 2024

Learn how to transition from work life to retired life in this educational workshop.


Whether you plan to stop work all at once or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retirement? Where will your income come from? How can you make it last?

At this workshop you will learn:

  • Why you need a retirement income plan
  • 6 questions to ask before you retire
  • How to determine how much income you will need in retirement
  • The 4 primary sources of retirement income
  • 4 popular withdrawal strategies and the pros and cons of each
  • How retirement income is taxed
  • 5 tax planning strategies in retirement
  • A retirement income action plan

Robert S. Davis

I graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. I am a CERTIFIEDFINANCIALPLANNER™ practitioner holding Series 7, 63, and 66 NASD investment licenses. Valuing the importance of life-long learning, I continue participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. I also teach several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, I began my financial planning career at Fure Financial Corporation before striking out on my own. I established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of my clients who come from all walks of life.

 May 2024 
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  Robert S. Davis


Minnetonka Community Education Center : Classroom 213
Tuesday, May 21
6:30 - 8:30 PM

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$ 15.00
Individual