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Principles of Retirement Planning Presented by Pete Samenuk

March 21 @ 6:30 pm - 8:30 pm

|Recurring Event (See all)

One event on February 21, 2023 at 6:30 pm

One event on March 21, 2023 at 6:30 pm

One event on April 18, 2023 at 6:30 pm

One event on July 11, 2023 at 6:30 pm

One event on September 19, 2023 at 6:30 pm

One event on October 10, 2023 at 6:30 pm

PRINCIPLES OF RETIREMENT PLANNING

Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them.

You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This is an educational event designed to help you understand the potential risks and principles that can guide you to and through a successful retirement…so come learn and enjoy a complimentary dinner on us!

As a country, we are facing many difficult challenges: historic national debt levels, higher inflation, higher interest rates, increased market volatility and so much more. The question many Americans are asking is “How does this affect my retirement and what can I do about it?”

This event will deliver comprehensive and up-to-date educational information and actionable strategies to help you intelligently protect your financial future.

By attending this educational event, you will learn the following (and so much more!):

• Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.
• Retirement income – Are you worried about running out of money in retirement?
• Do you know how volatility in the market may impact your IRA and 401(k)?
• Potential strategies to cover long-term care costs without expensive annual premiums.
• How rising interest rates may affect your portfolio.
• How you may increase your interest earnings while safeguarding your investments from risk.

You will also walk away with actionable steps for helping you protect your nest egg and retirement income.

RSVP by calling the Citizen Advisory Group office at 419-872-0204.

Details

Date:
March 21
Time:
6:30 pm - 8:30 pm
Event Categories:
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Event Tags:
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Venue

Rockwell’s Steakhouse
27 Broadway Street
Toledo, OH 43604 United States
+ Google Map
Phone:
419-872-0204

 

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.