“How much income can you safely afford to withdraw each year from your investments?"  This is a tough question for retirees, because withdrawing too quickly leads to overspending and worry, while failure to withdraw enough at the appropriate time will prevent a retiree from enjoying all of his/her savings thru retirement.

Finding the optimal balance requires taking into account many variables, including your desired income, the amount of capital you have, the inflation rate, your portfolio's return, the timing of these returns and your life expectancy.  Part one of this seminar discusses why and how these variables threaten your lifestyle and financial security during retirement.  Part two introduces the solutions we recommend.  These rely on the implementation of four plans: a retirement income strategy, an investment strategy, a monitoring strategy and an annual review for accountability.  Each of these is explained in detail during the seminar.

As a result of attending this seminar, you will understand the strategies we have developed which should allow you to: 

• Withdraw maximum monthly income without depleting your capital prematurely.
• Manage your investments and IRAs to offset inflation and health care costs.
• Monitor your finances so you can:
  • Maintain your standard of living.
  • Travel.
  • Afford your health care costs.
  • Preserve your financial security throughout retirement.
  • Leave a legacy, if desired.

Length of Seminar: Normally about 2 hours, with a break.  Time depends on the number of questions from attendees, which are encouraged.

Special Feature:  Participants are entitled to receive a No Cost, No Obligation, Personal Appointment with Professor Ulivi.  This will give them an opportunity to review their concerns and goals and to find out the steps to achieving their goals.

For times, dates and location of seminars, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call us at (714) 771-6000.