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Your retirement dreams, and what they actually cost
You'll write down the things you want your retirement to include, from travel to time with grandkids, and put a real dollar figure next to each one.
46 years in tax & retirement planning
400+ TV & radio appearances
Free In-Person Workshop Only 40 Seats
A Free Workshop for Phoenix Retirees Making Savings Last How Retirees Plan for Dependable Monthly Income
An evening of retirement planning strategies that many retirees have never had explained to them, taught by Ph.D. economist Dr. Harold Wong.
Wednesday, October 21 at 6:00 PM
Pyle Adult Recreation Center (Globe Room), Tempe
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This workshop has already taken place. Watch for the next date.
Only 40 seats are available, and registration closes when the room is full.
Your Host
Dr. Harold Wong
Tax Advisor and Financial Educator
Dr. Wong earned his Ph.D. in Economics at UC Berkeley and passed the National CPA Exam in 1979. For more than four decades he has taught retirees, CPAs, and attorneys how taxes, income, and investment risk fit together, and he writes a money column for Arizona newspapers.
Bring a Pen
Come ready to work through your own numbers
What You'll Learn
In one evening, we'll work through…
02
Your retirement reality check
Next you'll calculate what your current savings and income actually support each month, and compare that with the cost of the life you just described.
03
Which income sources are dependable and which move with the market
We'll separate Social Security, pensions, and similar sources from the money that rises and falls with the market, so the plan rests on what is actually predictable.
04
Your retirement confidence stress test
How well would your plan hold up against inflation, a market crash, higher taxes, a health event, family needs, or a major disaster? We'll run your plan through each one.
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Why the timing of a market decline matters more than the average
A downturn is temporary, but withdrawals made during one can be permanent, and the first few years of retirement carry far more weight than most people expect.
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What leaving your current plan unchanged could cost you
Dr. Wong will calculate the 20 to 35 year cost of staying the course, so the decision rests on numbers instead of guesses.