Keeping Your Retirement On Track!
An Evening of Financial Education
Do you have a Plan to keep your retirement on track? Join us for a gourmet dinner and professional insight on how to help you gain financial clarity, added confidence, and peace of mind in retirement.
- How to position your portfolio for success in bull and bear markets
- Understanding the difference between an investment strategy and a retirement plan
- Strategies to optimize your retirement income, including Social Security benefits
- How to use recent tax law changes to your benefit in retirement
- Long-term care risk and the choices to be made
- Determining how much is enough to insure your lifestyle all the way through retirement
- The single most important tool for getting to and through retirement successfully