Broker Check
22 July
Online Seminar: 7 Steps to Pursue A Happy Retirement, Wed, July 22nd 6:00-7:15 PM

Description


Our Keynote Seminar

We understand that your financial picture in retirement can seem fuzzy at times. Over the years, we've guided many families towards peace with a clear roadmap. There are seven critical components in a proper retirement plan. We discuss the key points you should know about each:

  1. Your retirement roadmap
  2. Maximizing Social Security
  3. Securing enough guaranteed lifetime income
  4. Investing for growth
  5. Tax strategies
  6. Planning for Long Term Care
  7. Giving generously and strategically

This seminar is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

*Normally we conduct our seminars in person, however, due to the developments of the spread of Covid-19, we are temporarily moving our seminars online. We look forward to being able to open our office again for future presentations.

Date and Time

Wed, Jul 22, 2020

6:00p - 7:15p HST

Location

Mission Financial Group Online Seminar

Note

You'll receive an automatic email when registering for our event including a link and meeting details to access the presentation. We won't be turning on participant cameras so feel free to attend in your pajamas!

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Event Registration


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