What’s Your Number?^™

Retirement planning is about more than reaching a certain account balance. The real question is whether your savings, Social Security, pension, and other resources can create the monthly income you will need throughout retirement.

What’s Your Number?™ is a practical retirement conversation designed to help you think through the numbers that shape your future. Guests will explore how lifestyle expenses, inflation, longevity, taxes, market changes, and reliable income sources can affect a retirement plan.

During the event, we will use the Wealth Analyzer as an educational example to show how someone can estimate their future income needs, compare those needs with their expected resources, and identify a potential retirement income gap.

We will also discuss common retirement income sources, including Social Security, pensions, employer retirement plans, IRAs, personal savings, investments, and annuities. The goal is not to recommend one solution for everyone, but to help guests better understand how the pieces may work together.

By the end of the conversation, attendees should have a clearer understanding of the questions they need to ask, the information they need to gather, and the next steps they may want to take when reviewing their retirement strategy.

You may know how much you have saved—but do you know how much income it may provide?

This event is for educational purposes only and does not provide individualized tax, legal, investment, insurance, or financial advice. Product features, guarantees, and availability vary. Guests should consult appropriately licensed professionals regarding their specific circumstances.