

# Event Details

- **Event Name**: Retirement by Design: Income & Investment Planning
- **Event Start and End Date**: Thu, 10 Sep, 2026 at 11:30 am – Thu, 10 Sep, 2026 at 01:00 pm (-05:00)
- **Event Description**: Join us in person to craft your perfect retirement plan with smart income and investment tips!About this EventRetirement by Design: Income & Investment PlanningPlanning for retirement is not just about saving. It's about creating a strategy that helps turn your savings into dependable income throughout your retirement years. Join Lisa Ward, Founder of Plumb Financial, as she shares practical guidance to help you align your financial resources with your long-term goals while navigating challenges such as inflation, market volatility, healthcare expenses, and longevity planning.With a passion for helping individuals achieve their life goals through sound financial planning, Lisa believes that financial literacy empowers people to make informed, confident decisions about their future. Drawing on years of experience, she will provide valuable insights to help you build a retirement plan designed for both stability and flexibility.What You'll Learn:How to estimate your retirement income needs and evaluate how long your savings may last.Strategies for maximizing Social Security and retirement account withdrawals.The differences between investment and income options, including mutual funds, ETFs, annuities, and IRAs.How to create a withdrawal strategy that balances your lifestyle needs with long-term financial security.Ways to manage common retirement risks, including inflation, market fluctuations, and healthcare costs.Whether you're approaching retirement or already retired, this session will provide practical tools and insights to help you confidently plan for the future.About the PresenterLisa Ward is the Founder of Plumb Financial and is dedicated to helping individuals and families achieve their life goals through sound financial planning. Her mission is to improve financial literacy and empower people to make informed decisions that support lasting financial well-being.  https://cdn-az.allevents.in/events10/banners/e0fedf30-a955-11f1-a4a1-eb59356bc08b-rimg-w779-h740-dc181818-gmir.jpg
- **Event URL**: https://allevents.in/fort-worth/retirement-by-design-income-and-investment-planning/100001999795000680
- **Event Categories**: fitness, Art, fine-arts
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Fort Worth
- **state**: TX
- **country**: United States
- **location**: Trinity River Campus
- **lat**: 32.7576839
- **long**: -97.33906309999999
- **full address**: Trinity River Campus, 300 Trinity Campus Circle, Fort Worth, United States

## Event gallery

- **Alt text**: Retirement by Design: Income &amp; Investment Planning
  - **Image URL**: https://cdn-az.allevents.in/events8/banners/ab558c3a026c657d8572c01d1d28168b10080e0c62f8329307021b64d6a21436-rimg-w1200-h800-dcb8b8a8-gmir.jpg?v=1788632184

## FAQs

- **Q**: When and where is Retirement by Design: Income & Investment Planning being held?
  - **A:** Retirement by Design: Income & Investment Planning takes place on Thu, 10 Sep, 2026 at 11:30 am to Thu, 10 Sep, 2026 at 01:00 pm at Trinity River Campus, 300 Trinity Campus Circle, Fort Worth, United States.
- **Q**: Who is organizing Retirement by Design: Income & Investment Planning?
  - **A:** Retirement by Design: Income & Investment Planning is organized by Community Education & Engagement - TCC.

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