Do You Have A Comprehensive Retirement Strategy or Just A Generic
Product-Oriented Plan Like Most People Do? Come See What A True
Financial Strategy Looks Like So You’re Prepared for 2020 & Beyond!
JOIN US FOR OUR FREE EDUCATIONAL DINNER WORKSHOP
WHAT YOU'LL LEARN AT THIS EVENT:
- Time-Tested, Step-By-Step Process
A time-tested, step-by-step process for developing an income plan you potentially cannot outlive.
- Keep Pace With Inflation
How to design a strategy so your income & purchasing power may keep pace with inflation throughout your retirement.
- Strategies to Potentially Increase Interest Earning
Strategies that may increase your interest earnings in retirement, without compounding the risk inside your portfolio.
- How Much Income You'll Need
How to determine how much income you'll need in retirement and where it will come from.
- Get More Income from Social Security
Strategies to potentially squeeze more income from your social security benefits.
- Maintain Control of Assets
How you may be able to maintain control of your assets, and keep your hard earned savings in your pocket, and out of Uncle Sam's.
- Structure Your Income Plan
How to structure an income plan and investment strategy that's easy for your spouse to manage after you're gone.
- Protect Yourself from Market Volatility
How to create an income plan that can be protected against market volatility.
*Due to space capacity, only registrants who have received a phone call from our firm confirming their seats will be allowed to attend. Reservations subject to qualification. Spouses must attend.
The Grill On The Alley
Tuesday, June 4, 2019
at 6:15 PM
120 Promenade Way
Westlake Village, CA 91362
Larsen's Steakhouse
Wednesday, June 5, 2019
at 6:15 PM
6256 Topanga Canyon Blvd
Woodland Hills, CA 91367
Strategies presented are most appropriate for those with $500,000 or more in an IRA, 401k, Brokerage Accts, CD’s or other investable assets. Not affiliated or endorsed by the Social Security Administration or any government agency. Insurance services offered through Kennedy Financial & Insurance Svs, Inc. CA Lic# 0B51501. First time attendees only. Reservations subject to qualification. Spouses must attend. No brokers. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.