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Retirement Planning in Market Uncertainty
March 27, 2024 @ 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.