How Should I Invest My Money Now

Join other proactive, successful retirees who have learned how this free seminar is a call to action to educate themselves and improve their future.

This seminar is an information packed session designed for those in the early stages of retirement or those about to retire. We will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can affect your retirement.

Topics Covered:

We will explore in detail a fundamental shift in retirement planning that is affecting the Baby Boomer Generation. This course is designed for those who are focused on retirement and income optimization options and strategies. Specifically, you will learn the following:

  • How to build a Perpetual Retirement Income Machine (PRIM) that won’t run out of money
  • How to protect your investments against market volatility
  • The effect that Sequence of Returns Risk can have on your retirement lifestyle
  • How to avoid compounding portfolio losses that can deteriorate your retirement income
  • How to preserve and grow your assets while taking income withdrawals
  • The true cost of hidden taxes and expenses – and how to generate tax-efficient and tax-free income

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Date(s) - 08/29/2017
6:30 pm - 8:30 pm

Coopers Hawk, Naperville
1740 Freedom Dr
Naperville, IL

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