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Don't Leave Retirement to Chance

Self-Managing Your Assets in Retirement

Maximizing Success and Avoiding Pitfalls in Self-Managed Retirement Planning

The "Self-Managing Your Assets in Retirement" seminar provides insights into successfully self-managing your retirement savings, including strategies to avoid common pitfalls and access exclusive investment opportunities. It is designed for individuals who want to maximize their retirement savings and minimize risks. Expert speakers will provide valuable insights into challenges and pitfalls associated with self-managing your retirement and offer exclusive investment opportunities and financial products that are not available to the general public. Attendees will also gain advice on creating a personalized investment strategy to protect their assets and preserve their wealth. While self-managing retirement can be challenging, with the guidance and resources provided at the seminar, attendees will walk away with new ideas that they can capitalize on.

Featured Event


Self-Managing Your Assets in Retirement

Maximizing Success and Avoiding Pitfalls in Self-Managed Retirement Planning

Venue:
Morton’s The Steakhouse
Dates:
Select one that suits you
Nov 03, 2026
Nov 04, 2026
Nov 05, 2026
Time:
6:30 PM
Cost:
No Cost Event
Event Type:
Dinner Seminar
Location:
400 Post St
San Francisco, CA 94102
20
Years in Business
1000s
of Participants
100s
of Events & Topics
1 Million
Events by 2030

All events

October

Complexities of Long-Term Care Planning in Retirement

Morton’s The Steakhouse
Oct 20, 2026 | Oct 21, 2026 | Oct 22, 2026
6:30 PM
No Cost Event
Dinner Seminar
1411 Walnut St
Philadelphia, PA 19102

September

Market Volatility for Retirees

Bobby Van's Grill
Oct 06, 2026 | Oct 07, 2026 | Oct 08, 2026
6:30 PM
No Cost Event
Dinner Seminar
Southern Building
809 15th St NW
Washington, DC 20005

Maximizing Your Social Security Benefits

Ruth's Chris Steak House
Sep 22, 2026 | Sep 23, 2026 | Sep 24, 2026
6:30 PM
No Cost Event
Dinner Seminar
670 White Plains Rd
Tarrytown, NY 10591

August

Master Estate Planning for Your Legacy

RP Prime Steakhouse
Sep 08, 2026 | Sep 09, 2026 | Sep 10, 2026
6:30 PM
No Cost Event
Dinner Seminar
209 Ramapo Valley Rd
Mahwah, NJ 07430

Navigating Health
Care Costs in Retirement

Rare, The Steakhouse
Aug 25, 2026 | Aug 26, 2026 | Aug 27, 2026
6:30 PM
No Cost Event
Dinner Seminar
440 Main St
Little Falls, NJ 07424

July

Effective Tax
Planning for Retirees

Wolfgang’s Steakhouse
Aug 11, 2026 | Aug 12, 2026 | Aug 13, 2026
6:30 PM
No Cost Event
Dinner Seminar
119 W Main St
Somerville, NJ 08876

Maximizing Your Retirement with a Third-Party Financial Review

Ruth's Chris Steak House
Jul 21, 2026 | Jul 22, 2026 | Jul 23, 2026
6:30 PM
No Cost Event
Dinner Seminar
83 W Spring Valley Ave Space L-6
Paramus, NJ 07607

June

Understanding the Impact of the SECURE Act 2.0

Ruth's Chris Steak House
Jul 07 2026 | Jul 08 2026 | Jul 09 2026
6:30 PM
No Cost Event
Dinner Seminar
2 Village Blvd
Princeton, NJ 08540

Retirement Planning
for Financial Longevity

Smith & Wollensky
Jun 16, 2026 | Jun 17, 2026 | Jun 18, 2026
6:30 PM
No Cost Event
Dinner Seminar
1 Washington Ave
Miami Beach, FL 33139

May

Retirement Planning Mastery

Ruth's Chris Steak House
Jun 2, 2026 | Jun 3, 2026 | Jun 4, 2026
6:30 PM
No Cost Event
Dinner Seminar
13455 Maxella Ave #230
Marina Del Rey, CA 90292

Discover the Secrets
to a Stress-Free Retirement

The Capital Grille
May 19, 2026 | May 20, 2026 | May 21, 2026
6:30 PM
No Cost Event
Dinner Seminar
500 Crescent Ct.
Dallas, TX 75201

April

Retirement Planning
in a Volatile Economy

Ruth's Chris Steak House
May 05, 2026 | May 06, 2026 | May 07, 2026
6:30 PM
No Cost Event
Dinner Seminar
45 School St
Boston, MA 02108

Conquering Retirement
for Pre-Retirees

Bern's Steak House
Apr 21, 2026 | Apr 22, 2026 | Apr 23, 2026
6:30 PM
No Cost Event
Dinner Seminar
1208 S Howard Ave
Tampa, FL 33606

March

Strategies for Navigating
the Next Stage of Life

Elway's Downtown
Apr 07, 2026 | Apr 08, 2026 | Apr 09, 2026
6:30 PM
No Cost Event
Dinner Seminar
1881 Curtis Street
Denver, CO 80202

Take Charge of Your
Retirement Strategies for Success

The Capital Grille
Mar 17, 2026 | Mar 18, 2026 | Mar 19, 2026
6:30 PM
No Cost Event
Dinner Seminar
1301 4th Ave
Seattle, WA 98101

February

Retirement During
Unprecedented Times

Nobu San Diego
Mar 3, 2026 | Mar 4, 2026 | Mar 5, 2026
6:30 PM
No Cost Event
Dinner Seminar
207 Fifth Ave
San Diego, CA 92101

January

Navigating Financial
Challenges in Retirement

The Palm - Downtown Houston
Feb 3, 2026 | Feb 4, 2026 | Feb 5, 2026
6:30 PM
No Cost Event
Dinner Seminar
1201 Fannin St Suite 129
Houston, TX 77002

Protecting Your Nest Egg from Healthcare Costs and Policy Uncertainty

The Capital Grille - Buckhead Village
Jan 20, 2026 | Jan 21, 2026 | Jan 22, 2026
6:30PM
No Cost Event
Dinner Seminar
255 East Paces Ferry Rd NE, Atlanta, GA 30305

Safeguarding Your Retirement in the New Economic Era

Perry's Steakhouse & Grille - Park District
Jan 6, 2026 | Jan 7, 2026 | Jan 8, 2026
6:30PM
No Cost Event
Dinner Seminar
2100 Olive St Suite #100, Dallas, TX 75201

February

Macro Economic
Outlook for Retirees

The Capital Grille
Feb 17, 2026 | Feb 18, 2026 | Feb 19, 2026
6:30 PM
No Cost Event
Dinner Seminar
9005 Mercato Dr.
Naples, FL 34108