Retirement Planning Webinars – Avoid Costly Retirement Mistakes
At Fellowship Financial, we know that managing your money wisely means being knowledgeable about the options available to help you achieve your goals. That’s why we emphasize financial education with our clients. This focus on education is why we regularly host retirement planning webinars, on topics that include:
• Social Security Maximization
• Required Minimum Distributions (RMDs)
• Retirement Income Investing
• 401(k) & IRA
• Long-Term Care
• Annuity
• Pension
And many more!
Markets Drop Early? Protect Your Retirement Income
Taxable vs IRA vs Roth: Where to Hold Munis, Bonds & Dividend Stocks
Selling Your Rental in Retirement: 1031 Exchange vs Cash Out
Inherited an IRA? RMDs vs the 10‑Year Rule (SECURE Act)
Reverse Mortgage Line of Credit as a Market Buffer—Worth It?
