Broker Check
23 Oct
Maximize Your Retirement Live-Event (Glendale) Coyote Room

Description

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 23, 2021

9:30a - 12:00p MST

Location

Foothills Recreation and Aquatic Center - Coyote Room

5600 W Union Hills Dr
Glendale , AZ 85308

Note

Click on the Registration Link Below, it will take you to the Website to Register

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