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Description
2023 NEO Chapter Annual Meeting
"Building a Retirement Paycheck"
By Christi Powell
Retire comfortably and stay comfortably retired! Where are you going to get the retirement income you need? Learn how to avoid the pitfalls. Learn some new tools you can count on for a smoother ride to a successful retirement.
Ever wish you had a pension to help fund your retirement? Explore intriguing and relatively low cost ‘products’ to fund guaranteed retirement paychecks. Gain knowledge on the pros and cons of Closed End Funds, Interval Funds, Dividend Stocks, Home Equity Conversion Mortgage and Fixed Annuities. Learn a fast, inexpensive way to build a bond ladder. Curious about “factor investing” ETFs? Review screens with which BI investors are familiar, but in an ETF bundle.
About Our Speaker:
Christi Powell, CFP®, RICP®, has been a BI member for 23 years; national BI Board Member; an Oklahoma Chapter Director; and online investment club member. She won the coveted Dick Dwyer Service Award in 2021. She graduated from the University of Oklahoma, with a Bachelor’s Degree in Dental Hygiene, and practiced in Missouri, Kansas, Oklahoma, and California. After investing personally for 30 years, Christi became a Certified Financial Planner® in 2007. Today she is the owner of a registered investment advisory firm specializing in retirement and estate planning.
