Retirement Planning Dinner Seminar in Brecksville, OH
Schedule
Wed Oct 19 2022 at 06:00 pm to 07:30 pm
Location
Creekside Restaurant & Bar | Brecksville, OH
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Learn how the economic impact of COVID-19 can affect your retirement.About this Event
Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement:
- Do I have enough money to retire?
- Will my money last?
- Am I prepared for the next market correction?
- What happens to my retirement accounts if taxes go up?
- Will my money keep up with inflation?
This educational workshop will provide you with much needed information to help address these questions and more!
TOPICS WE WILL DISCUSS:
- Inflation is at a 40 - yr high. Learn 3 actionable items you must take now to avoid the erosion of your assets.
- How to properly structure your investments for all types of market conditions.
- Identify the 3 most important steps to take NOW before the next bear market hits.
- Potentially pay far less taxes on your retirement income.
- Common investment traps and how to recognize them.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How to plan Social Security with all other resources of retirement income.
- The 3-bucket approach to investing.
- How to crash-proof your investments.
Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. Trek 274
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Where is it happening?
Creekside Restaurant & Bar, 8803 Brecksville Road, Brecksville, United StatesEvent Location & Nearby Stays:
Tickets
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