Annuity.org is set to host a webinar this month on the Four Cs of Retirement and how to craft a secure retirement income strategy. The webinar will be held at 1:30 p.m. EST on Wednesday, June 28. It will be available to the public, free to attend and no participation is required.

The presentation will feature insight and analysis from Marguerita M. Cheng, CFP®, CRPC®, RICP®, the Chief Executive Officer of Blue Ocean Global Wealth. 

Cheng, who is a CFP Board Ambassador and a Women’s Initiative Advocate, will help attendees to better understand the keys to a successful and secure retirement income strategy.

The presentation will cover and break down the Four Cs of Retirement: Clarity, Comfort, Cost of Living and Certainty.

A strong understanding of the Four Cs can help soon-to-be retirees and those planning for retirement to get a better sense of what they need for their golden years to be a financial success.

The webinar will be moderated by Annuity.org’s Christian Simmons, a financial writer and Certified Educator in Personal Finance. 

Cheng will be available for a Q&A during the interactive presentation.

Sign up for the webinar here.

About the Hosts

Marguerita Cheng

Marguerita M. Cheng is the CEO of Blue Ocean Global Wealth and a financial professional with multiple certifications, including Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), Retirement Income Certified Professional (RICP®) and Certified Divorce Financial Analyst® (CDFA®). She is a member of the Board of Directors for the CFP Board of Standards, Inc., and has served on the Financial Planning Association National Board of Directors. 

Christian Simmons

Christian Simmons is a financial writer at Annuity.org. He is a Certified Educator in Personal Finance and a member of the Association for Financial Counseling & Planning. He has worked for major publications including the Orlando Sentinel, South Florida Sun Sentinel and United Way Worldwide.

Please seek the advice of a qualified professional before making financial decisions.
Last Modified: June 13, 2023