Retirement Discovery Series

Discovery Series

As we approach retirement we often find ourselves with questions about how things have developed and whether we are properly prepared for the next phase of life.

• Have we saved enough?
• Will my Social Security Annuity be adequate?
• At what age should I take my Social Security Annuity payment?
• Should I supplement using my IRA/401k plans or should I use other funds that have been set aside?
• What happens if my money runs out?
• If the markets drop, can I recover or will I have to cut back on lifestyle?
• How does my Trust protect my investments?

The truth is that every case is different, and your circumstances will dictate how long your money will last. There are no magic investments that can be bought to guarantee a successful retirement. It's a process. A process that requires discussion, true authentic and transparent discussion designed to reveal what your goals are, what your needs are, and to help identify any weaknesses that may prevent the realization of those very same goals and needs.

Join us for this collaboration between Alpha Retirement Concepts and The Law Offices of W. Cory Hughes in this specially designed Discovery Series.

Host or Publisher David Seitzer Alpha Retirement Concepts, Inc.