Needham Community Education

Retirement can be exciting for many reasons. Losing your paycheck isn’t one of them. For some, this single change causes enough stress and anxiety to derail this exciting chapter in your life. While retirement is, by definition, the end of full-time work and the pay that comes with it, it doesn’t have to be the end of a steady stream of available funds. During this event, Sammy Azzouz, CEO of Heritage Financial, author of the 5-star rated book Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital, and one of Investopedia’s Top 100 Financial Advisors discusses:

• How to approach investing before retirement to make sure you’ll have income during retirement
• The preventable mistakes that can derail your retirement paycheck
• When investing for income makes the most sense
• Tax planning strategies that will maximize your future retirement paycheck