Broker Check
25 Sept
Maximize Your Retirement-Live Event (Phoenix)


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, Sep 25, 2021

9:30a - 12:00p MST


JW Desert Ridge Marriott Resort and Spa

5350 East Marriott Drive
Phoenix, AZ 85054


Use the webinar link provided, which will bring you to the LeadJig registration page for this event.

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