Upcoming Classes

Dinner Seminar: Retirement Simplified

Learn How Inflation and Market Volatility Have Changed How You Should Look at Your Retirement

You’ve worked hard. If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to get prepared.

During this event, you’ll learn proven techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. You will also leave with valuable information you can act upon immediately.

Advanced Discussion Topics:

• INFLATION – How rising prices could affect your retirement spending.
• GLOBAL EVENTS – How political and economic shifts may impact your returns.
• RISK ASSESSMENT – Is your retirement strategy built for today’s economy?
• LONGEVITY RISKS – Will your money last as long as you do?
• SOCIAL SECURITY – Will it be there for you—and when should you claim?
• TAXES – How growing government debt could impact your future income.
• YOUR 401(k) – Are you taking on too much risk in your 401(k)?

FIND OUT IF THIS EVENT IS RIGHT FOR YOU