Free Online Education
To Plan A Successful Retirement
How to Build a 25+ Year Retirement Plan
Seminar Topics
Avoiding Bad Advice and Bad Decisions
Trends that Will Impact Your Retirement:
- Globalization
- Technology & Innovation
- Aging Baby Boomers
The Next Bubbles to Pop
Your Transition into Retirement:
- From the Accumulation to the Distribution
When Can I Safely Retire
Understanding Hidden Investment Risks in Retirement:
- Market Volatility & Long Term Trends
- The Flaw of Averages
- Recovering from Losses
- Sequence of Returns
- Impact of Withdrawals & Market Timing
Understanding "What You Need When" in Retirement:
- Building a 30+ Year Plan with Contingencies
- Longevity & Health Assumptions
- Taxes & Inflation Complications
- Risk Management & Asset Allocation
Strategies for Growth, Preservation, & Income
Guaranteed & Non-Guarantee Income Sources
Where to Begin & How We Can Help
Question & Answer Session
Estimated Time: The Seminar typically lasts about 60 minutes depending on the number of attendees and questions asked. Any of your personal concerns or confidential issues can be addressed in a private email exchange or follow up phone call.