Ruth's Chris Steak House
Jul 23, 2024 | Jul 24, 2024 | Jul 25, 2024
6:30 PM
No Cost Event
Dinner Seminar
83 W Spring Valley Ave Space L-6 Paramus, NJ 07607
This educational seminar will focus on the importance of getting a 3rd party financial review done for retirees. Attendees will learn about the benefits of having a qualified and reputable independent licensed fiduciary conduct a thorough review of their retirement plan, including identifying potential mistakes or missed opportunities, as well as risks you may be aware of or fees and commissions you might be getting charged. The seminar will also cover how to choose a financial advisor to conduct the review, and the difference between a 3rd party review and working with an ongoing advisor. Through case studies and examples, attendees will understand how a 3rd party review can help improve their financial situation.
Reserve Future Event Topic
Learn how an independent 3rd party financial review done by a licensed fiduciary can benefit you. Discover common mistakes to avoid and find a qualified advisor. Discover that you may not be taking the risk or paying the fees you thought you were.
Benefits of 3rd party review
Identifying mistakes/missed opps
Choosing a fiduciary advisor
Fees and Risk
Case studies and examples
Attending this seminar is a powerful move towards securing your retirement. The importance of getting a third-party financial review cannot be overstated - by working with a qualified and reputable financial advisor, you have the opportunity to identify and correct any potential mistakes or missed opportunities in your plan. The knowledge and expertise provided in this seminar has equipped you with the tools to choose the right advisor for you and understand the difference between a one-time review and ongoing advice.
Through real-life case studies and expert examples, it's clear that a third-party review can significantly enhance your financial well-being in retirement. Empower yourself and take the time to review your finances - it's a decision that will pay off in the long run.
A 3rd party financial review is a thorough examination of your financial situation conducted by a qualified and reputable financial advisor. It involves looking at your current retirement plan and identifying any potential mistakes or missed opportunities, in order to improve your overall financial situation.
Retirees face unique financial challenges, and a 3rd party review can help identify and address any potential issues before they become major problems. It also provides a fresh perspective and can help retirees make informed decisions about their finances.
During a 3rd party financial review, you can expect the advisor to review your current retirement plan, identify potential mistakes or missed opportunities, and provide recommendations for improvement. They will also help you understand the different types of annuities and other retirement products available to you.
The seminar is designed for retirees and those nearing retirement, but the information and advice shared can be beneficial for anyone looking to improve their financial situation.
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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