The event will cover a range of topics crucial for retirement planning, including managing retirement plans in the current economic climate, understanding retirement and its financial implications, avoiding the risk of outliving your savings, insights into annuities, essential questions for retirees, sources of retirement income, investment risks and asset allocation, handling qualified plans like IRAs and 401ks, estate planning, and how to get professional help.

This event is ideal for individuals and couples aged 50 to 70, particularly those concerned about financial markets, seeking alternative investment perspectives, or baby boomers approaching or already in retirement.

Recent changes in tax laws, market instability, and new academic research make it a critical time to understand and update retirement strategies. This knowledge can lead to a more controlled and fulfilling retirement.

Our events are offered at no cost, providing accessible education to those nearing retirement.

It's helpful to bring a notebook and a pen for taking notes. If you have specific financial documents or plans you want to discuss, feel free to bring those as well.

The event typically lasts 3 hours, including a presentation followed by a Q&A session. Attendees will have the opportunity to ask specific questions and engage with retirement planning experts.

Yes, we encourage you to bring a guest or spouse, especially if they are involved in your retirement planning.

While the event provides general guidance and information, attendees can request individual consultations for personalized advice.

You can register by clicking here. We recommend early registration as spots are limited.

Our events are designed to address a wide range of topics. We also provide opportunities for attendees to ask specific questions during the Q&A session or arrange for a personal consultation.