Retirement Planning in Market Uncertainty

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.