Retirement Planning Workshop & Dinner in Gainesville, FL

1714 Southwest 34th Street,Gainesville FL 32607

01 November, 2022

Description

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. Securities and Registered Investment Advisory services offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Robinson Financial Group and GWN Securities, Inc. are non-affiliated companies.