Close this search box.
Loading Events

« All Events

  • This event has passed.

Retirement Planning in Market Uncertainty

May 7 @ 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.


May 7
6:30 pm - 8:00 pm
Event Category:


Max Jaffe


Courtyard by Marriott Houston Katy Mills
25402 Katy Mills Parkway
Katy, TX 77494 United States
+ Google Map