May 11, 2024 In-Person Chapter Meeting & Webinar

Strategies for Sustainable Income in Retirement.

Richard Hill President, Compass Financial Group

Join us for a presentation delving into the evolving landscape of retirement planning. As the world undergoes rapid change, retirement itself is experiencing a transformation, presenting retirees with unprecedented challenges.

With Americans living longer and traditional sources of retirement income dwindling, the responsibility falls increasingly on personal savings. Longevity risk, inflationary pressures, tax implications, and unpredictable healthcare expenses compound the complexity of planning for retirement.

Building a resilient retirement income plan demands a holistic approach, one that navigates these challenges while remaining tailored to individual objectives, risk tolerances, and financial circumstances. An effective plan must incorporate strategies for risk management, volatility mitigation, and tax optimization, while retaining flexibility to adapt to the dynamic nature of retirement.

In this presentation, we will:

  • Identify the multitude of risks inherent in retirement.
  • Develop actionable strategies to mitigate these risks effectively.
  • Highlight practical approaches to managing retirement income for sustained financial security.

Meeting Details:

Date: Saturday, May 11, 2024

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

If you feel sick, please join us virtually.

About Our Speaker

No one can be good at everything. The financial industry is full of generalists that are pretty good at a lot of things; investments, insurance, college planning, etc. Richard Hill of Compass Financial Group has spent the last three decades honing his expertise in one thing—helping professionals transition into retirement and designing a plan to help them stay there.

Hill doesn’t just dabble in retirement planning, it’s what he does. This focus has allowed him to develop a specialization in the things that matter to retirees such as risk management, Social Security optimization and retirement income strategies. Hill has been doing this through recessions and booming economies, bear markets and stock market bubbles and has conducted numerous private and public seminars each year on all topics of retirement.

As a member of the MIT Age Labs Longevity Council, Hill has partnered with the Age Labs to pioneer a new version of advice that recognizes that retirement may comprise 1/3 of an individual’s adult life and requires planning for the complexity of longevity rather than money alone. This shift is pushing the advice profession toward deeper conversations, and a wider range of expertise in topics related to aging, and the uncertainties of longer life.