Cancelled: Retire Wise: A Retirement Strategy Workshop
Retirement is a time to create the life you have dreamed of living. Are you prepared as you could be?
Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long-term care needs can derail your plans. Are you as prepared as you could be?
There’s a myriad of literature written about saving, investing, and accumulating enough wealth to retire, but precious little about how to use those assets to support 30-plus years of living.
During this workshop, a qualified instructor with years of industry experience will guide you through the retirement preparation process, alerting you to common pitfalls and giving you strategies that will help you live well throughout your retirement.
During our time together, we will focus on the following subjects:
• Common Planning Pitfalls
• Minimizing Taxes*
• Retirement Funding
• Social Security and Medicare
• Risk Management
• Estate Planning
• Retiring with Purpose
Join us for this educational and interactive workshop which includes a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns.
Reserve your spot today:
• Wednesday, September 22; 6:30 PM to 8:00 PM PST
Location: This is a virtual event. The virtual event information will be provided after you register for the event.
Register here: https://summitadvisors.com/university/
*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Steve is a Registered Representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group, LLC is independently owned and operated. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583. (925) 866-7800. TR# 3551327 DOFU 4/2021
Date & Time
September 22, 2021
6:30PM - 8:00PM
More InfoVirtual Event
Kids & Family Danville California Walnut Creek California Contra Costa County East Bay Northern California Lafayette California Northern California Alamo Californa San Francisco Bay Area Pleasant Hill California Concord California