How to Be Prepared for the New World of Retirement
In the past retirement was actually pretty easy. A lot of people had pensions, the stock market was soaring and even C.D's paid double digit interest rates. Today, things are vastly different. Pensions are almost non-existent, the stock market is extremely volatile and interest rates are still near record lows. It takes a completely different approach to planning to have a secure, enjoyable retirement.
We will identify 4 financial headwinds (obstacles investors face in 2019) to paint a clear picture for what you are up against. We will also explore 5 simple concepts to build a better retirement we've identified based upon the habits of the world's greatest investors.
August 24, 2019
10:00a - 12:00p
The number one concern of Baby Boomers in retirement is "we don't want to run out of money." This class covers potential threats to a successful retirement, now and in the future.
We will discuss in detail Conventional Financial Wisdom, the Fiscal Health of the United States, Failure to Maximize Retirement Income, Unplanned Healthcare Expenses, Improper Estate Transfer Design, Losing Money in Large Market Declines and the Failure To Have a Well-Designed Retirement Plan.
Join us for this course as we delve into the "New Reality in Our Retirement" and the impact it may have on the success or failure of your retirement plan.
August 27, 2019
6:00p - 8:00p
The number one concern of Baby Boomers in retirement is "we don't want to run out of money." This class covers potential threats to a successful retirement, now and in the future.
We will discuss in detail Conventional Financial Wisdom, the Fiscal Health of the United States, Failure to Maximize Retirement Income, Unplanned Healthcare Expenses, Improper Estate Transfer Design, Losing Money in Large Market Declines and the Failure To Have a Well-Designed Retirement Plan.
Join us for this course as we delve into the "New Reality in Our Retirement" and the impact it may have on the success or failure of your retirement plan.
September 10, 2019
6:00p - 8:00p
