From Saving to Spending: Investing Strategies for Retirement Income

Retirement investing is different from retirement saving. Once paychecks stop, investment portfolios often take on a new role—helping provide income, support lifestyle goals, and address the challenges of inflation, market volatility, taxes, and longevity.

Join us for an educational presentation designed to help retirees and pre-retirees better understand how investment decisions may impact retirement income, portfolio sustainability, and long-term financial flexibility.

This session is part of the Retirement Roadmap Financial Education Series, a collection of educational programs designed to help individuals navigate key financial decisions as they approach and move through retirement.

Presented By:

Shawn Twigg, CFP®
Advisor

Amber Gee, CFP®
Senior Associate Advisor

What You’ll Learn

During this presentation, we will explore key retirement income and investment planning concepts, including:

• How investment strategies often change when transitioning from saving for retirement to generating retirement income
• The key risks retirees face, including inflation, market volatility, taxes, and longevity
• Strategies for creating sustainable retirement income while maintaining long-term growth potential
• How withdrawals, asset allocation, and investment decisions may impact portfolio longevity
• Ways to remain flexible and disciplined through changing market conditions

Who Should Attend

This presentation may be valuable for individuals who:

• Are approaching retirement within the next 5–10 years
• Have recently retired and are transitioning from saving to drawing income from their portfolio
• Want to better understand how investments may support retirement income needs
• Have concerns about inflation, market volatility, or running out of money in retirement
• Are interested in strategies designed to help balance income needs with long-term growth potential