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21 Oct
Maximize Your Retirement Live-Event (Mesa) Part 1- Room 3


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

Thu, Oct 21, 2021

6:30p - 8:30p MST


Red Mountain Center Room 3

7550 East Adobe
Mesa , AZ 85207


This is Part One of a Two Part Class. Part Two will be held on October 28th, at the same time and location as Part One. You will need to register for each event separately.

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