Financial Wellness: Strategies for a Sustainable Income in Retirement
POSTPONED, DATE TBD
A complimentary CLE in collaboration with The Society for Financial Awareness
- Establish retirement goals
- Estimate retirement income
- Create an Income Distribution Plan to protect yourself from running out of money in retirement
- Protect your assets from market risk
- Know when you can retire and how much you can spend on retirement
Tyler Lively, CFP®, is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.).
After college, Tyler led a self-employment development program mentoring and teaching representatives in Haiti, Ecuador, Zimbabwe, and the Dominican Republic on lessons in entrepreneurship principles. Soon after, Tyler had the opportunity to support our nation's military and work for the Department of Defense in a finance position overseeing several multi-million dollar contracts. While Tyler enjoyed his time with the DOD, he had a strong desire to return to Washington state to be near family.
Following his return he became an Associate Financial Planner with a retirement planning firm, and in early 2017, he was promoted to Planner and subsequently earned his Certified Financial Planner® designation. He serves on an Investment Committee board and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning. Tyler is motivated by the ability to work with clients and help them achieve their financial goals.
Please advise KCBA in advance of any condition that may impact your participation at the seminar so we may arrange appropriate and comfortable accommodation in time for the program.