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Retirement Planning in Market Uncertainty

July 29 @ 6:30 pm - 8:00 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.

Complimentary Dinner Provided


July 29
6:30 pm - 8:00 pm
Event Categories:


Max Jaffe


Chama Gaúcha Brazilian Steakhouse
4025 William D Tate Ave
Grapevine, TX 76051 United States