Experience the retirement you deserve. Join a free workshop in your area, led by experienced Retirement Planners. Discover common traps in retirement and learn valuable tips to secure your hard-earned money. Learn about common tax misconceptions and new rules that could affect your retirement. Discover strategies to protect more of your money for yourself and for the next generation. Explore upcoming events in your area on the calendar below. Your journey to a fulfilling retirement starts here.
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Retire Successfully Dinner Tri-Cities, WA
January 9, 2019 @ 6:00 pm - 8:00 pm
Free
HOW TO RETIRE SUCCESSFULLY – WHAT YOU CAN EXPECT
Do you know the definition of freedom? Webster defines it as the absence of necessity, coercion, or constraint in choice or action. Now imagine your life in retirement – what does it look like? What kind of lifestyle do you envision? Will you have the freedom to be able to do what you want without constraints?
During our dinner presentation, we’ll help you learn how we change people’s lives by giving them the strategies and tools to know that they can walk away from the last paycheck they’ll ever receive, yet have confidence to know that they can live the life they’ve always dreamed of.
We’ll share our one-page blueprint that we create to summarize your income distribution plan that will tell you how much you can spend every month of every year, for the rest of your life, and not run out of money. Additionally, we’ll show you why it’s so important to diversify your money among different financial avenues to better improve your chances of growing your wealth and protecting it from market downturns.
There are many pitfalls that might try to derail you as you move on a path to reach the retirement you’ve always envisioned, and knowing about them is half the battle. We’ll help you identify your biggest financial concern, and then help you strategize and understand the best options to help you achieve your goals, all based on your hopes and dreams.
With proper planning, you can be free to live the life you’ve always dreamed of in retirement. By attending our dinner event, you’re taking the first steps to controlling your financial future.
This event is designed for individuals and couples age 55 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with a Financial Planner after the presentation. As a professional courtesy, we ask that those in the financial industry not attend. Attendees must have at least $250k in assets– separate from your residence. Attendance is subject to company approval.