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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.
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 event…
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 the confidence to know that they can live the life they’ve always dreamed of.
We’ll share the secrets of our one-page income distribution blueprint that shows you how much you can spend every month of every year until you turn 100 without running out of money.
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.