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Principles of Retirement Planning Workshop Presented by Pete Samenuk

October 11 @ 6:30 pm - 8:30 pm

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: How does this affect my retirement and what can I do about it? Pete Samenuk, local financial professional, will empower you will with actionable knowledge for making sound financial decisions. This is a must attend event!

A SPECIAL EVENT FOR RETIREES OR THOSE PLANNING TO RETIRE SOON
*Please note if you’re already a CAG client this information is already discussed in your annual review. This is a great event to introduce a friend or family member to CAG.

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 will rising interest rates affect your portfolio.
• How you may increase your interest earnings – while safeguarding your investments from risk.

RSVP for an upcoming event by calling the Citizen Advisory Group office at 419-872-0204.

Details

Date:
October 11
Time:
6:30 pm - 8:30 pm
Event Categories:
,

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.