Most people make mistakes when planning their retirement. In this workshop I am going to discuss how to avoid these mistakes that can wreck your retirement, keep you awake at night, and make you dependent on your kids.
Choosing to retire is about more than withdrawing money from your retirement savings. You must balance other factors such as health Insurance Costs, Life Expectancy, Long Term Care Risk, Stock Market Volatility, Social Security… the list goes on and on. Everyone’s “perfect” strategy will be different.
You are encouraged to bring your spouse. Nothing will be sold at this event, it is for informational purposes only.
We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Business-Owner Strategies Group LLC.