Find out how to protect your retirement savings from market volatility. Taking income from an equity-based retirement account during a period of negative returns can have a significant adverse effect on the future value of the account. Alternate sources of income that retirees can depend on during market downturns include bank products such as certificates of deposit, and investments such as money market funds and short-term government bond funds. This workshop will go over other options to consider, that can add flexibility to client's retirement portfolio. Presented by Priti Dutta, ICWA Realtor; Bob Ryan of MassMutual, and Paul Felix, ChFC. 

Priti Dutta, Realtor at Realty Mark studied Economics, Mathematics, Accounting, and Computer Sc. in her academics. After working in Banking & Finance and Information Technology, she currently helps clients with various real estate services, including commercial, investment, and residential properties. Additionally, she helps clients build wealth with alternative approaches. Priti is a member of the National and New Jersey Association of Realtors, as well as a licensed financial services professional at MassMutual Greater Philadelphia.

During his 5 years as a financial advisor at MassMutual Greater Philadelphia, Bob Ryan has been dedicated to helping individuals and families achieve their financial goals by providing tailored strategies in areas such as retirement planning, investment management, and risk management. Bob takes a comprehensive approach to financial planning, ensuring that his clients are well-informed and confident in the decisions they make.

With over 20 years of experience as a financial advisor and holding the Chartered Financial Consultant ChFC designation, Paul Felix is committed to helping individuals, families, and business owners navigate their financial futures with confidence. As part of a top-performing team of specialists, Paul combines expertise, dedication, and a personal touch to ensure clients are well-prepared for life's opportunities and challenges.