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
This seminar is a comprehensive examination of the current economic landscape and its potential impact on retirement planning. Attendees will learn about subjects like inflation, rising national debt, and changes in taxes, as well as strategies for protecting their finances and retirement plans from negative effects. Participants will be provided with actionable steps and resources to help them manage their retirement savings in the face of current economic challenges. They will also gain insight into subjects such as tax planning, investment strategies, retirement income management, and effective use of various retirement accounts. This seminar is a must-attend for anyone concerned about their financial future in these uncertain times.
Reserve Future Event TopicThe seminar focuses on navigating the current economic conditions and their potential impact on retirement planning. Topics include inflation, national debt, taxes, post-pandemic finance management and safeguarding retirement plans. Participants will gain insight and strategies for protecting finances and learn about tax planning, investment strategies, retirement income management, and effective asset leveraging.
Retirement Risk
Economic Turmoil
Tax Planning
Investment Strategies
Retirement Income Mgmt
This seminar is designed to educate individuals on the current economic climate and how it may impact their retirement plans. It focuses on providing attendees with valuable insights, strategies and actionable steps to safeguard their finances and ensure a secure future. The seminar will delve into subjects such as tax planning, investment strategies, retirement income management, and effective use of different types of retirement accounts.
Attendees will gain a comprehensive understanding of the current economic landscape and how it could impact their retirement plans, along with ways to protect their finances amidst present challenges. With expert guidance and resources provided, attendees will leave the seminar with a newfound sense of confidence and the tools necessary to secure their financial future.
The seminar will focus on the current economic conditions and their potential impact on retirement planning. Key subjects to be discussed include high inflation, rapidly increasing national debt, the possibility of higher taxes, the potential for war, and managing finances in a post-pandemic world.
Yes, the seminar is suitable for individuals of all levels of knowledge about economics and finances. The goal of the seminar is to provide attendees with a comprehensive understanding of the current economic landscape and strategies for safeguarding their retirement plans.
The seminar will provide attendees with valuable resources and actionable steps to help manage and protect their retirement savings amidst current challenges. This will include information on tax planning, investment strategies, retirement income management and how to effectively use various types of retirement accounts.
Yes, attendees will have the opportunity to ask questions and clarify any points during the seminar. The seminar is designed to be interactive and informative, and attendees are encouraged to engage with the speaker and each other.
Yes, attendees will receive materials that summarize key points from the seminar, including resources and actionable steps to help manage and protect their retirement savings. These materials will serve as a useful reference for attendees to refer back to after the seminar.
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