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BEGIN:VEVENT
DTSTART:20220518T013000Z
DTEND:20220518T043000Z
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SUMMARY:Retirement Strategies Seminar Part One - May 17th 2021
DESCRIPTION:This course will help you develop a personalized plan to help you pursue your retirement goals!\n\nVirtual Event in the comfort of your own home!\nIn Person Events available - Click Here to view available event details\n\n \nInvesting your time at our Retirement Strategies virtual seminar can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring.\n\n \n\n\nThis course can help you answer these questions:\n\n\n	How can I plan for a comfortable retirement?\n	Can I retire early?\n	How can I manage my tax liability?\n	Are there ways to potentially reduce my exposure to financial risk?\n	How can I use stocks\, mutual funds\, bonds\, and other investment vehicles?\n	How can I provide for my heirs? \n\n\n\nYour instructors will provide objective answers to these and any other questions or concerns you have regarding retirement and will also help you:\n\n\n	\n	\n		\n		\n			Handle your day-to-day finances\n			Manage your investments\n			Protect your assets from inflation\n			Analyze retirement lifestyle options\n			Use 401(k)s and IRAs to save for retirement\n			Protect your wealth and assets\n			Take retirement plan distributions\n			Provide for your family and heirs\n		\n		\n	\n	\n\n\nWho Should Attend\n\nThe session is most helpful for those who are contemplating or close to retirement.\n\nCourse Topics\n\n\n	\n	\n		\n		\n			Your Retirement Income\n			Investments\n			Risk Management\n			Estate Planning\n			Optional Social Security and Retirement Planning Consultation (for those who are eligible*)\n		\n		\n	\n	\n\n\nYour Instructors\n\nThis seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients\, they are also licensed in the areas of investment securities and insurance. Your instructors are:\n\nWayne von Borstel\, CFP \, MSFS\, ChFC \, CLU \n\nCraig Smith\, CFP \, CFA \, ChFC \, CLU
X-ALT-DESC;FMTTYPE=text/html:<h2><span style="color: #091c48\;">This course will help you develop a personalized plan to help you pursue your retirement goals!</span></h2>\n\n<h4><em>Virtual Event in the comfort of your own home!</em></h4>\n<strong><em><a href="https://www.greshamchamber.org/seminars/">In Person Events available - Click Here to view available event details</a></em></strong><br />\n&nbsp\;\n<div>Investing your time at our Retirement Strategies virtual seminar can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring.</div>\n\n<div>&nbsp\;</div>\n\n<div>\n<h4><span style="color: #091c48\;">This course can help you answer these questions:</span></h4>\n\n<ul>\n	<li>How can I plan for a comfortable retirement?</li>\n	<li>Can I retire early?</li>\n	<li>How can I manage my tax liability?</li>\n	<li>Are there ways to potentially reduce my exposure to financial risk?</li>\n	<li>How can I use stocks\, mutual funds\, bonds\, and other investment vehicles?</li>\n	<li>How can I provide for my heirs?&nbsp\;</li>\n</ul>\n</div>\n\n<h4><span style="color: #1c2a41\;"><strong>Your instructors will provide objective answers to these and any other questions or concerns you have regarding retirement and will also help you:</strong></span></h4>\n\n<ul>\n	<li style="list-style-type: none\;">\n	<ul>\n		<li style="list-style-type: none\;">\n		<ul>\n			<li><span style="color: #808080\;">Handle your day-to-day finances</span></li>\n			<li><span style="color: #808080\;">Manage your investments</span></li>\n			<li><span style="color: #808080\;">Protect your assets from inflation</span></li>\n			<li><span style="color: #808080\;">Analyze retirement lifestyle options</span></li>\n			<li><span style="color: #808080\;">Use 401(k)s and IRAs to save for retirement</span></li>\n			<li><span style="color: #808080\;">Protect your wealth and assets</span></li>\n			<li><span style="color: #808080\;">Take retirement plan distributions</span></li>\n			<li><span style="color: #808080\;">Provide for your family and heirs</span></li>\n		</ul>\n		</li>\n	</ul>\n	</li>\n</ul>\n\n<h3><span style="color: #091c48\;">Who Should Attend</span></h3>\n\n<p>The session is most helpful for those who are contemplating or close to retirement.</p>\n\n<h3><span style="color: #091c48\;">Course Topics</span></h3>\n\n<ul>\n	<li style="list-style-type: none\;">\n	<ul>\n		<li style="list-style-type: none\;">\n		<ul>\n			<li>Your Retirement Income</li>\n			<li>Investments</li>\n			<li>Risk Management</li>\n			<li>Estate Planning</li>\n			<li>Optional Social Security and Retirement Planning Consultation<em> (for those who are eligible*)</em></li>\n		</ul>\n		</li>\n	</ul>\n	</li>\n</ul>\n\n<h2><span style="color: #091c48\;">Your Instructors</span></h2>\n\n<p>This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients\, they are also licensed in the areas of investment securities and insurance. Your instructors are:</p>\n\n<p><strong>Wayne von Borstel\, CFP&reg\;\, MSFS\, ChFC&reg\;\, CLU&reg\;</strong></p>\n\n<p><strong>Craig Smith\, CFP&reg\;\, CFA&reg\;\, ChFC&reg\;\, CLU&reg\;</strong></p>\n
LOCATION:Virtual - In the comfort of your own home
UID:e.1572.10950
SEQUENCE:3
DTSTAMP:20260404T060433Z
URL:https://business.greshamchamber.org/events/details/retirement-strategies-seminar-part-one-may-17th-2021-10950
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