Retire With Prosperity - Retirement Planning Workshop

2333 San Ramon Valley Boulevard,San Ramon CA 94583

17 August, 2021

Description

A retirement planning workshop designed to help you plan for the biggest investment of your life — a retirement that you'll LOVE! Join us for RETIRE WITH PROSPERITY! We’ll have an interactive discussion about retirement income, drawdown strategies, and review the strategies for creating the retirement that YOU want! This MONTHLY workshop happens every THIRD TUESDAY: *Morning session: 10am to 12pm *Evening session: 6pm to 8pm RSVP here → https://prosperityfinancialgroup.com/retire-with-prosperity/ Our Fiduciary Advisors will cover crucial retirement planning topics like: ✅ ENSURING you DON’T outlive your retirement income. ✅ NAVIGATING recent changes in legislation that could potentially affect your nest egg. ✅ REDUCING exposure to factors like taxes on your income streams. ✅ OPTIMIZING your Social Security and Medicare strategy. ✅ ACCOUNTING for long-term health care costs. ✅ GIFTING strategically to future generations and to your favorite causes. And much, much more! FAQs: Coffee, tea, and light refreshments will be served. Bring your pen & paper for the Q&A session! Bring your top questions about financial planning and retirement planning - our Fiduciary Advisors are here to help.Remember to post a photo with the hashtag #RetireWithProsperity for the chance to win free prizes - gift cards, wine, cruise tickets, and more!