Bern's Steak House
Apr 23, 2024 | Apr 24, 2024 | Apr 25, 2024
6:30 PM
No Cost Event
Dinner Seminar
1208 S Howard Ave Tampa, FL 33606
This upcoming educational seminar designed for individuals nearing retirement who are looking to stay on track and achieve their retirement dreams. Attendees will learn how to create a plan for retirement in the years leading up, rather than waiting until the last working hour to plan for their future. They will gain a deeper understanding of how much income they can generate, how to protect their assets in case of a recession, how to be tax efficient and how to have enough money to lean on in different economic environments. Our experts will also discuss protection planning, assets outside the stock market, and how to create income that doesn't affect your portfolio. Leveraging the 3 Powers will also be discussed as a way to achieve your retirement goals.
Reserve Future Event Topic
We will explore the keys of a successful retirement, such as diversification, creating multiple streams of income, and tax efficiency strategies. Topics covered include protection planning, creating income outside of the stock market, and leveraging the three powers.
Tax-efficient measures
Building resilient portfolios.
Asset protection planning
Generating income without depleting portfolio
Managing risks in uncertain markets
This upcoming educational seminar is geared towards individuals approaching retirement and aims to provide them with the knowledge and tools needed to navigate the challenges and pitfalls that may arise in their retirement planning. The topic of nearing retirement can be daunting, but by understanding common pitfalls and learning strategies to avoid them, attendees can feel more confident and in control of their financial future. We hope that the insights and resources provided have equipped attendees with the tools they need to plan and achieve their retirement goals.
It is crucial to remember that planning ahead and taking proactive steps is vital in ensuring a secure and comfortable retirement. Whether it be diversifying your assets, creating income streams outside of your portfolio, or understanding the tax implications, the knowledge gained here can be the first step in creating a successful retirement plan.
The main focus of this seminar is to provide individuals nearing retirement with the knowledge and tools necessary to avoid common pitfalls and achieve their retirement goals.
This seminar is specifically tailored for individuals nearing retirement who are not savvy investors but want to ensure they stay on track and achieve their retirement dreams.
Topics covered in this seminar include common pitfalls to avoid, such as overspending or failing to plan for the unexpected, protection planning, creating income outside of the stock market, leveraging the 3 powers, and more.
Yes, this seminar will feature experts in the field of retirement planning who will provide valuable insights and advice.
Yes, attendees will receive valuable resources and actionable steps to help them stay on track and achieve their retirement goals.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
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