Retirement Income Essentials Workshop
The building blocks of turning savings into a dependable monthly paycheck.
Saving for retirement and living off those savings are two very different skills. This hands-on workshop walks through how Social Security, savings, and guaranteed-income tools can work together to cover your essential expenses for life.
It's purely educational — no products are pitched and there's no obligation. Tim Hartle is an independent insurance professional and keeps every session teaching-first.
What to Expect
- The four sources of retirement income and how they coordinate
- Sequence-of-returns risk and why timing matters near retirement
- Guaranteed vs. variable income — understanding the trade-offs
- A simple framework for mapping your own income plan
- Open Q&A — bring your questions
What You'll Walk Away With
- A clear way to think about your own income sources
- Questions to ask before making any income decision
- A one-page worksheet to map your current plan
Prefer a one-on-one conversation?
Skip the event and schedule a free, no-pressure retirement income review with Tim.
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Browse Upcoming EventsBy registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this event.
Events are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.