You’ve been saving for decades. But until recently retirement has always seemed so far away. So now what? How much are you really going to need? Will recent stock market declines impact your retirement outlook? And what’s the most effective way to take advantage of your hard work to create a future for yourself that is both fulfilling and financially secure?
Join us and Shannon Stone, an expert in retirement income planning, as we look at various aspects of the retirement planning process: planning fallacies, the retirement “red zone,” and the psychology of retirement income. We will explore both behavioral and technical tools that we use to prepare for and then to sustain healthy financial outcomes in retirement.
Creating the right kind of retirement income for your specific needs isn’t just “saving in reverse”; it’s a whole new ball game! Join us to learn how to play.
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Shannon Stone brings many years of experience to this topic, having worked for wirehouse and municipal bond firms before settling in to her more recent positions in the Registered Investment Advisory industry. That experience has given Shannon a broad knowledge of financial operations, compliance, and investment strategy, in addition to her experience serving high-net worth individuals and multi-generational families.
Above all, Shannon has a passion for working with people, whether it’s through advising and financial planning or simply creating high touch and memorable client experiences
Professional Degrees & Credentials
- BS, Business Administration & Business Management, University of Phoenix
- Financial Planning Certificate Program, UC Berkeley Extension
- Certified Performance & Family Coach
- Certified Financial Planner® (CFP®) Professional
All events and the content presented is for general informational purposes only. It is not intended to provide specific tax, financial, or investment advice. The hosting of any event by Griffin Black, Inc. should not be construed by any client, consumer and/or prospective client as an offer to sell securities or render personalized investment advice.
Please do not use or rely on any event or its content as a substitute for the expertise and judgment of a tax professional or financial planner. For tax advice and implementation services, consult your own financial advisor or other financial professional.
