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
This educational seminar is designed for individuals who are seeking guidance on how to plan for their ideal retirement. The seminar will feature expert speakers who will provide strategies and best practices for saving, investing, and budgeting for a secure financial future. Participants will learn about the common pitfalls that can be the difference between success and failure and discover how to minimize taxes, maximize IRA and qualified plan assets, and avoid undisclosed fees and risks associated with investments. This seminar will provide a comprehensive understanding of the current economic landscape, including the impacts of high inflation and rapid monetary tightening on retirement plans. Attendees will leave with valuable insights, actionable steps, and resources to help them navigate the current economic climate and protect their retirement savings.
Reserve Future Event Topic
Learn strategies for saving, investing, and budgeting for a secure retirement. This seminar will address the impacts of high inflation, rapid monetary tightening, common tax pitfalls and maximizing IRA and qualified plan assets. Gain insights and practical steps to navigate the current economic climate and protect retirement savings.
Retirement Planning
Saving Strategies
Investment Considerations
Budgeting for Retirement
Overcoming Retirement Pitfalls
This seminar aims to provide attendees with a comprehensive understanding of the current economic climate, specifically focusing on the impacts of high inflation rates and rapid monetary tightening on retirement plans. Attendees will learn strategies for protecting their finances and retirement plans, as well as practical steps and resources for safeguarding their savings in light of current challenges. Key topics covered include maximizing IRA and qualified plan assets, avoiding common tax pitfalls, and minimizing capital gains taxes.
Attendees will also gain valuable insights and actionable steps to help them navigate the current economic climate and protect their retirement savings. Additionally, the seminar will address misconceptions that may be costing attendees thousands of dollars per year, and how to identify undisclosed fees and risks associated with investments.
You will learn about strategies for saving, investing, and budgeting for a secure financial future in retirement, as well as considerations and pitfalls to avoid.
The seminar will feature experts who will discuss strategies for retirement planning.
Topics covered will include maximizing IRA and qualified plan assets, avoiding common tax pitfalls, minimizing capital gains taxes, and how to protect retirement savings in the current economic climate.
Yes, the seminar will provide comprehensive information and actionable steps for attendees at all levels of experience with retirement planning.
Yes, there will be opportunities for attendees to ask questions and receive guidance from the experts.
Yes, the seminar will address misconceptions and undisclosed fees and risks associated with investments.
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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