Tuesday, August 13, 2024

The retirement landscape is changing; unfortunately, it isn’t for the better. Recent surveys show that death is no longer the biggest fear for most retirees. 68% of current retirees say their biggest fear is running out of money before they run out of retirement. Will you be one of them? This webinar will expose why so many retirees are struggling to maximize their retirement assets. It will also cover why traditional risk tolerance questionnaires don’t work in retirement due to additional risks you will face in retirement. To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

Tuesday, August 13, 2024

Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning.  But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement.  To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

Friday, August 09, 2024

The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.

Thursday, May 30, 2024

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.