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Strategies to Help Protect Your Retirement Plan

Finance/Law | Available (Membership Required)

12535 W. Smokey Dr. Surprise, AZ 85378 United States
1009
11/13/2025 (one day)
10:00 AM-12:00 PM MST (Arizona) on Th

Strategies to Help Protect Your Retirement Plan

Finance/Law | Available (Membership Required)

Whether you're saving for retirement, transitioning to retirement, or already retired, understanding key financial risks is crucial. Learn to safeguard your home and assets, create lifetime income streams, plan for healthcare and long-term care costs, and navigate life changes like becoming suddenly single. Gain valuable insights and strategies for a more comfortable retirement while enhancing your retirement plan to help protect your future. 

Stacey Bendfelt

Bendfelt, Stacey - is a Financial Advisor with Raymond James specializing in maximizing retirement income. She assists clients in defining their ideal retirement lifestyle and creating personalized plans for financial independence. Stacey excels in optimizing distribution strategies, tax-efficient investing, and long-term care planning. She is committed to guiding clients through their evolving financial needs, so they can enjoy a more fulfilling retirement.