The most complex and confusing financial decisions in our lives are made when nearing or entering retirement.
The difference between success and failure can depend on understanding and addressing unknown variables, hidden risks, and uncertain assumptions for longevitiy...health...taxes...inflation...market volatility...interest rates...and the economy.
Unfortunately, each year most Americans spend more time planning their next vacation than their retirement.
This seminar will give you a better understanding of the unknown variables and hidden risks of retirement. We will also provide an overveiw of our planning process and some of the ways we help our clients.
If you walk away better informed, it was a successful webinar event from our perspective.
Now, the real work is applying this knowledge to your unique, individual situation and creating your successful, integrated retirement plan.
You will have the opportunity to continue conversations via email, phone call, screen sharing, or an office visit. As part of the follow up, together we can determine if there is a mutual fit and set priorities for further work.
If you are already self-directing your plan or have a current advisor, we can also provide an independent 2nd opinion at no cost.
Regardless of you proceed, we will respect your privacy. We stay very busy and we don't need to force a fit between us or waste time chasing after people.
Our goal is to help as many as possible and protect them from bad retirement advise & bad financial decisions. The well informed are our best clients!
Here's what NOT to except when joining this webinar...a high pressure sales pitch on the hot stock pick, or "mutual fund of the month", or muni bonds, or annuities, or gold, or REIT's, or charitable trust, or any specific solution.
Any of these investments/financial strategies could be an appropriate piece of a retiree's plan - but it is totally inappropriate for any financial advisor to promote or recommend something without first fully knowing a client and thoroughly understanding his/her situation.
Again, this seminar is a free educational program. It is NOT a sales presentation, nothing will be sold, and there is no cost or future obligations.
Full Disclosure Statement:
Any financial, investment, insurnace, tax or legal information contained in the webinar is neither intended nor written to be used, and cannot be used, to avoid penalties under the Internal Revenue Code. Nor does it promote, market or recommend to anyone a specific transaction, investment product or financial matter addressed.
Before making any investment, legal, insurance or tax decisions, we strongly recommend speaking to a financial professional who can help you evaluate your goals, objectives and financial situation to determine the most appropriate and suitable strategies for your stage of life, tolerance for risk, time horizon, and financial experience.