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Don't Leave Retirement to Chance

Conquering Retirement
for Pre-Retirees

Mastering Your Financial Future
Through Proven Techniques

The "Conquering Retirement for Pre-Retirees" event is designed for individuals nearing retirement who want to learn how to master the financial aspects of this next chapter in their life. Attendees will learn how to create a plan for retirement in the years leading up to it, rather than waiting until the last minute. The seminar covers topics such as protecting assets, generating income, diversification, and tax efficiency. Experts will guide attendees through common pitfalls to avoid and provide proven techniques for creating a successful retirement plan. By leveraging the 3 Powers and understanding tax-efficient measures, attendees will gain a deeper understanding of how much income they can generate and how to protect their assets in different economic environments. The seminar aims to equip attendees with the knowledge and tools needed to navigate the challenges and pitfalls that may arise in their retirement planning.

Featured Event


Conquering Retirement for Pre-Retirees

Mastering Your Financial Future Through Proven Techniques

Venue:
Bern's Steak House
Dates:
Select one that suits you
Apr 23, 2024
Apr 24, 2024
Apr 25, 2024
Time:
6:30 PM
Cost:
No Cost Event
Event Type:
Dinner Seminar
Location:
1208 S Howard Ave
Tampa, FL 33606
20
Years in Business
1000s
of Participants
100s
of Events & Topics
1 Million
Events by 2030

All events

April

Strategies for Navigating
the Next Stage of Life

Elway's Downtown
Apr 09, 2024 | Apr 10, 2024 | Apr 11, 2024
6:30 PM
No Cost Event
Dinner Seminar
1881 Curtis Street
Denver, CO 80202

March

Take Charge of Your
Retirement Strategies for Success

The Capital Grille
Mar 19, 2024 | Mar 20, 2024 | Mar 21, 2024
6:30 PM
No Cost Event
Dinner Seminar
1301 4th Ave
Seattle, WA 98101

Retirement During
Unprecedented Times

Nobu San Diego
Mar 5, 2024 | Mar 6, 2024 | Mar 7, 2024
6:30 PM
No Cost Event
Dinner Seminar
207 Fifth Ave
San Diego, CA 92101

February

Macro Economic
Outlook for Retirees

The Capital Grille
Feb 20, 2024 | Feb 21, 2024 | Feb 22, 2024
6:30 PM
No Cost Event
Dinner Seminar
9005 Mercato Dr.
Naples, FL 34108

Navigating Financial
Challenges in Retirement

The Palm - Downtown Houston
Feb 6, 2024 | Feb 7, 2024 | Feb 8, 2024
6:30 PM
No Cost Event
Dinner Seminar
1201 Fannin St Suite 129
Houston, TX 77002

January

Unlocking the
Power of Annuities

Ruth's Chris Steak House
Jan 23, 2024 | Jan 24, 2024 | Jan 25, 2024
6:30 PM
No Cost Event
Dinner Seminar
1200 Morris Tpke
Short Hills, NJ 07078

Self-Managing Your
Assets in Retirement

Morton’s The Steakhouse
Jan 09, 2024 | Jan 10, 2024 | Jan 11, 2024
6:30 PM
No Cost Event
Dinner Seminar
400 Post St
San Francisco, CA 94102

December

Complexities of
Long-Term Care Planning in Retirement

Morton’s The Steakhouse
Dec 05, 2023 | Dec 06, 2023 | Dec 07, 2023
6:30 PM
No Cost Event
Dinner Seminar
1411 Walnut St
Philadelphia, PA 19102

November

Market Volatility for Retirees

Bobby Van's Grill
Nov 07, 2023 | Nov 08, 2023 | Nov 09, 2023
6:30 PM
No Cost Event
Dinner Seminar
Southern Building
809 15th St NW
Washington, DC 20005

October

Maximizing Your Social
Security Benefits

Ruth's Chris Steak House
Oct 24, 2023 | Oct 25, 2023 | Oct 26, 2023
6:30 PM
No Cost Event
Dinner Seminar
670 White Plains Rd
Tarrytown, NY 10591

Plan Your Estate and
Protect Your Beneficiaries

RP Prime Steakhouse
Oct 10, 2023 | Oct 11, 2023 | Oct 12, 2023
6:30 PM
No Cost Event
Dinner Seminar
209 Ramapo Valley Rd
Mahwah, NJ 07430

September

Navigating Health
Care Costs in Retirement

Rare, The Steakhouse
Sep 26, 2023 | Sep 27, 2023 | Sep 28, 2023
6:30 PM
No Cost Event
Dinner Seminar
440 Main St
Little Falls, NJ 07424

Effective Tax
Planning for Retirees

Wolfgang’s Steakhouse
Sep 12, 2023 | Sep 13, 2023 | Sep 14, 2023
6:30 PM
No Cost Event
Dinner Seminar
119 W Main St
Somerville, NJ 08876

August

Maximizing Your Retirement
with a Third-Party Financial Review

Ruth's Chris Steak House
Aug 22, 2023 | Aug 23, 2023 | Aug 24, 2023
6:30 PM
No Cost Event
Dinner Seminar
83 W Spring Valley Ave Space L-6
Paramus, NJ 07607

Understanding the Impact
of the SECURE Act 2.0

Ruth's Chris Steak House
Aug 08, 2023 | Aug 09, 2023 | Aug 10, 2023
6:30 PM
No Cost Event
Dinner Seminar
2 Village Blvd
Princeton, NJ 08540

July

Retirement Planning
for Financial Longevity

Smith & Wollensky
Jul 25, 2023 | Jul 26, 2023 | Jul 27, 2023
6:30 PM
No Cost Event
Dinner Seminar
1 Washington Ave
Miami Beach, FL 33139

Retirement Planning Mastery

Ruth's Chris Steak House
Jul 11, 2023 | Jul 12, 2023 | Jul 13, 2023
6:30 PM
No Cost Event
Dinner Seminar
13455 Maxella Ave #230
Marina Del Rey, CA 90292

June

Discover the Secrets
to a Stress-Free Retirement

The Capital Grille
Jun 20, 2023 | Jun 21, 2023 | Jun 22, 2023
6:30 PM
No Cost Event
Dinner Seminar
500 Crescent Ct.
Dallas, TX 75201