13-Z – Retirement Income Planning: Strategies to Help Preserve Your Savings
At a Glance
Time
One week:
Tuesday, April 28, 2026
9 – 10:30 a.m. CT
Cost
$25.00
Location
Online (Hybrid): Zoom
Class limit: 15
Course Description
This course will cover key strategies for managing retirement income thoughtfully and efficiently. Topics include planning withdrawal sequences to help preserve savings, understanding when Roth conversions may be beneficial, incorporating charitable giving into your financial plan, and considering tax factors. The focus is on practical, general guidance to support informed decision-making. Attendees should consult their own financial advisors for personalized advice tailored to their unique financial situations.
Instructor
As a CERTIFIED FINANCIAL PLANNER™ and founder of Simplified Planning and Investments, Ben Geiger specializes in helping people navigate retirement and other financial decisions with clarity. Based in Des Moines, he enjoys community involvement and time with family. His approach centers on fee-only, comprehensive financial planning, empowering clients to make informed choices.