Retirement Planning Webinar with Trutina

September 13, 2023. 8:00 am PST
ABC Zoom Room (connection information sent after registration)
No cost to attend, registration required

As you make the transition into retirement, there are a few key items to plan for. Your paycheck stops and you begin to pay yourself from the nest egg you’ve accumulated. Social Security will help supplement your income, but more strategic planning may be necessary.  On top of income planning, you’ll also need to take healthcare into consideration and how best to utilize Medicare or bridge the gap between the age you retire and when you turn 65. In this presentation, we’ll briefly cover the basics of Social Security, Medicare, and income planning in retirement.

Presented by Clayton Hunter and Ryan Colkitt

Clayton Hunter
Clayton is a wealth advisor at Trutina Financial that works directly with clients to ensure their financial goals are met. He has been working in the industry for 5 years and has spent the entirety of his career focusing on solving financial challenges for clients. Clayton meets clients where they are in life and through tax, estate & investment planning, he helps them to achieve their goals. Clayton holds the CFP® certification.

Ryan Colkitt
Ryan is an investment analyst on the Trutina Financial team, helping to ensure clients retirement & personal assets are invested properly. Ryan has been working in the investment industry for the last 6 years and spent the last 3 with Trutina. He focuses on making sure that clients have a holistic investment approach that allows their assets to support their lifestyle. Ryan holds CFP® certification and is a CFA charterholder.