Retirement Strategies Seminar Part Two - May 24th 2021
Date and Time
Tuesday May 24, 2022
6:30 PM - 9:30 PM PDT
- Part One Tuesday, May17th - 6:30 pm
- Part Two Tuesday, May 24th - 6:30 pm
Location
Virtual - In the comfort of your own home
Fees/Admission
$69 Per Couple
Click Here to Register for the Passport to Retirement Seminar
Website
Contact Information
Gresham Area Chamber of Commerce and Visitors Center
Send Email
Description
This course will help you develop a personalized plan to help you pursue your retirement goals!
Virtual Event in the comfort of your own home!
In Person Events available - Click Here to view available event detailsThis course can help you answer these questions:
- How can I plan for a comfortable retirement?
- Can I retire early?
- How can I manage my tax liability?
- Are there ways to potentially reduce my exposure to financial risk?
- How can I use stocks, mutual funds, bonds, and other investment vehicles?
- How can I provide for my heirs?
Your instructors will provide objective answers to these and any other questions or concerns you have regarding retirement and will also help you:
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- Handle your day-to-day finances
- Manage your investments
- Protect your assets from inflation
- Analyze retirement lifestyle options
- Use 401(k)s and IRAs to save for retirement
- Protect your wealth and assets
- Take retirement plan distributions
- Provide for your family and heirs
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Who Should Attend
The session is most helpful for those who are contemplating or close to retirement.
Course Topics
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- Your Retirement Income
- Investments
- Risk Management
- Estate Planning
- Optional Social Security and Retirement Planning Consultation (for those who are eligible*)
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Your Instructors
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:
Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®
Craig Smith, CFP®, CFA®, ChFC®, CLU®
