Retirement Income Planning Workshop & Dinner in Manchester, NH

50 Commercial Street,Manchester NH 03101

01 November, 2022

Description

Join us for dinner as Sean Tole discusses the key issues facing retirees and pre-retirees in today’s ever-changing financial environment. Sean has been involved in the financial and investment industry for more than 25 years. A lead advisor with Davis Wealth Management, Sean is also co-host of Path To Wealth and Wisdom tv show as seen on NECN and is a frequent financial news contributor on WBCN and WMUR. Additionally, Sean is co-host of Davis Wealth Management’s weekly radio show broadcast on WTPL, WNTK, WEMJ, and WTSN. RETIRING TODAY • The old retirement vs. TODAY’S retirement • How to create a clear vision for retirement that could lead to less stress and more happiness. • Do you have a tax allocation strategy to help minimize the impact of taxes during retirement? • How much money will you need in retirement and how could inflation impact your income goals? • The role Social Security plays in your overall income plan • How today’s economic environment might challenge traditional assumptions about asset allocation. • How much can you safely withdraw annually from your retirement assets to help ensure an income that lasts? • How do health care expenses factor into your retirement income strategy? 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. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.