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Retire Wiser

January 22 @ 5:00 pm - 7:00 pm

Retired or retiring soon? In this seminar, designed for people over 50, you will learn:

  • Some of the worst enemies to your financial well-being in retirement.
  • When it could be a good time to invest and or protect your capital.
  • How to project your hurdle rate, or the rate of return we think you need to earn on your money to support your lifestyle during retirement.
  • How to estimate your magic number, or how much we think you’ll need to retire or stay retired.
  • How our Invest and Protect Strategy is designed for unlimited upside with a tolerable downside to help protect you from losses that could force you delay retirement or unretire.


January 22
5:00 pm - 7:00 pm
Event Category:


Marriott Dallas Allen Hotel & Convention Center
777 Watters Creek Blvd
Allen, TX United States
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