Are you tired of the same old dinner seminars selling you some financial product? It’s time to join our comprehensive educational retirement income planning workshop that focuses on sound financial strategies that may help you prepare for a successful retirement.
Spots are limited
trying to accumulate enough money to retire. You’ve saved, invested, and hopefully taken advantage of a workplace retirement plan. Now it’s time to make decisions about how to generate enough income to be able to retire and if not done properly these decisions could have lasting repercussions.
You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your timeand effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
1940 W. Pinnacle Peak RoadPhoenix, AZ 85027