Today’s retirement landscape is vastly different from decades past.Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk being among the many.
This course aims to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
Unique Strategies You Will Learn
Retirement planning – the big picture.
Tax planning – lowering one of our largest expenses.
Income planning – how do I take income in retirement?
Investment planning – how to align your investment portfolio with your retirement goals.
Risk management – how to mitigate healthcare related expenses in retirement.
Who Should Attend?
Individuals and couples between the ages of 50-70
Those concerned about our financial markets & wanting to prepare for the next recession.
Investors looking for other perspectives or strategies.
Baby Boomers looking for guidance on recent academic research.
Date and Time
Sat, Oct 02, 2021
9:30a - 12:00p MST
Anthem Community Counsel Civic Building
Use the webinar link provided, which will bring you to the LeadJig registration page for this event.