Retirement Strategies Seminar Part Two - May 11th 2021
Name:
Retirement Strategies Seminar Part Two - May 11th 2021
Date:
May 11, 2022
Time:
6:30 PM - 9:30 PM PDT
Website:
Retirement Seminars
Event Description:
This course will help you develop a personalized plan to help you pursue your retirement goals!
In-Person Event held at Mt. Hood Community College
Virtual Events available - Click Here to view available event detailsInvesting your time at our Retirement Strategies virtual seminar can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring.
This course can help you answer these questions:
- How can I plan for a comfortable retirement?
- Can I retire early?
- How can I manage my tax liability?
- Are there ways to potentially reduce my exposure to financial risk?
- How can I use stocks, mutual funds, bonds, and other investment vehicles?
- How can I provide for my heirs?
Your instructors will provide objective answers to these and any other questions or concerns you have regarding retirement and will also help you:
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- Handle your day-to-day finances
- Manage your investments
- Protect your assets from inflation
- Analyze retirement lifestyle options
- Use 401(k)s and IRAs to save for retirement
- Protect your wealth and assets
- Take retirement plan distributions
- Provide for your family and heirs
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Who Should Attend
The session is most helpful for those who are contemplating or close to retirement.
Course Topics
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- Your Retirement Income
- Investments
- Risk Management
- Estate Planning
- Optional Social Security and Retirement Planning Consultation (for those who are eligible*)
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Your Instructors
This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your instructors are:
Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®
Craig Smith, CFP®, CFA®, ChFC®, CLU®
