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Trevor Johnson
Financial Planner: Ready to Retire Series
Monday, October 05
6:00pm - 7:00pm
Huntley Area Public Library
Program Room 2Dream Weaver Financial Planning, LLC
1.Understanding Taxes in Retirement
This class provides a clear overview of how taxes work once you retire. We will cover how different types of income are taxed, including Social Security and retirement account withdrawals, and why tax planning becomes especially important in retirement.
2. Understanding the Pros and Cons of Different Retirement Investments
This session breaks down the main types of retirement investments and how they function differently once you are no longer working. We will discuss the tradeoffs between stocks, bonds, cash, and other investment options, along with how risk and purpose shift in retirement.
3. How Retirement Account Withdrawals Really Work
This class explains how money is actually taken from retirement accounts and the impact those decisions can have on taxes and long-term savings. We will cover withdrawal order, required minimum distributions, and common mistakes that can reduce retirement efficiency.
Trevor Johnson is the Founder of Dream Weaver Financial Planning and an adjunct instructor at McHenry County College. He holds a finance degree from Lewis University and an MBA from Northern Illinois University, with prior finance experience at two Fortune 500 companies. Trevor takes a practical, easy to understand approach to retirement planning, helping people make confident financial decisions without pressure or complicated jargon.
Huntley Area Public Library
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