Join estate planning attorney Shaina A. Case and financial advisor Natalie Collins as they discuss why designating the RIGHT beneficiaries (individuals, estate, trust, charities, etc.) on our assets today is important for easier wealth transfer at death.

With retirement within sight, now's the time to figure out how to turn your savings and investments into a paycheck - so you can live comfortably and achieve your goals. The challenge is easier said than done and comes alongside fears of spending too much and not having enough later, or the worry of denying yourself. In this class, we will discuss how to design your retirement income strategy to maximize income and minimize taxes. We will cover the basics of social security, investment management and how taxes may impact your plan. Jess Ryan is a CERTIFIED FINANCIAL PLANNER(TM).