Retirement Planning 101

1166 E Warner Rd,Gilbert AZ 85296

28 April, 2022

Description

Are you thinking about retiring? In this educational workshop, we will go over key strategies to help you plan your dream retirement. When can I retire? Will my money last long enough? These are the main concerns people have when they think about their retirement. In this educational workshop, we will go over strategies to help you take control of your retirement and future. We see many people focus on the accumulation phase of investing and growing their money, but few have an actual plan on the distribution phase, on when and how to use their money, how to make sure it lasts throughout retirement, and how to do it in the most tax efficient way possible. In this workshop we will go over these important topics: • Optimizing Social Security benefits and timing • Options for 401(k)s, and other employer sponsored plans • Income and expense planning • Recognize your best options for asset allocation • Preparing for unexpected expenses • Tax friendly investment options What if you could provide yourself with the knowledge and peace of mind of knowing exactly where you stand and that your money will last for the duration of your retirement? Take control of your own retirement plan. In this 1.5 hour workshop, learn effective strategies that eliminate concern and frustration allowing you to protect your financial future and prevent common mistakes that could lead to retirement failure. Seats are limited, Sign up today!