**This event is for first time attendees only.**
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.
BALANCED FINANCIAL INFORMATION
This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today.
This event is purely educational – no specific products or services will be offered.
TOPICS TO BE COVERED INCLUDE
AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.