Dinner Workshop in Montgomery

This free dinner workshop is packed with critical tips and tools to help you navigate retirement and avoid the four largest risks to your retirement.

Topics we’ll address:

1) Taxes - Planning for the largest tax liability in retirement— your IRA.

2) Market Risk - Explaining the right amount of market risk to take in retirement.

3) Fees - The hidden retirement fees charged by your financial advisor & investments.

4) Long-term Care - Planning for the largest risk in retirement — the nursing home.

You and an adult guest are invited. Guarantee your tickets by registering today.

This event is only for those 55 years of age or older. With $500K in investible assets.

Insurance Licensed in AL, AZ, CA, FL, GA, ID, IL, IN, IA, KS, KY, ME, MI, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, TX, VA, WV, and WY

Investment advisory services offered through Golden Reserve Retirement, LLC, a Registered Investment Adviser.

Host or Publisher Southwest Ohio Event Locations