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Building a Resilient Retirement Income: Strategic Financial Planning for Small Business Investment Property Owners

Building a Resilient Retirement Income

Wednesday, February 19, 2025
1:00 PM - 2:00 PM (PST)

Zoom link will be sent via email upon registration.

Event Details

We are excited to announce a presentation by Wilkinson Wealth Management:

"Building a Resilient Retirement Income: Strategic Financial Planning for Small Business Investment Property Owners."

We will cover:

  • Maximizing Cash Flow
  • Debt and Financing: Tips on refinancing or reducing debt as retirement approaches.
  • Diversification and Risk Management: Integrating property income with other investments to mitigate risks.
  • Exit Strategies and Liquidity: Planning for asset liquidity and the long-term strategy for property disposition or retention.

This comprehensive framework will help you understand how to align your investment property strategies with a secure and prosperous retirement plan.

For More Information:

Danielle Baxter
Danielle Baxter
Sales & Member Relationship Manager East Bay Rental Housing Association (510)368-7914