Join us for fine dining and an informative talk to help you prepare for retirement. Dinner and seminar will be held at The Butchery in Arvada, and during our time together we’ll cover various retirement planning areas such as:
*Social Security filing strategies, helping you to optimize this important retirement income source
*Retirement income strategy WITHOUT annuities (and you’ll hear a bit about why I’m generally not a big fan of these oversold complex products)
*Investment strategies including alternative investments that provide the opportunity for better financial outcomes, strengthening your retirement plan
*Plus a simple framework to explore when you can actually retire
After the event we’ll be scheduling optional complimentary follow up 60 minute consults where we can explore your particular situation in more detail.
Look forward to seeing you on the 19th!
