You and a guest are invited to join us for an informative workshop on Retirement Planning!

How to Invest Right Before Retirement

Designed specifically for investors within 7 years of retirement to help navigate this precarious investing landscape with greater confidence.

Retirement Planning Workshop Online

Wednesday, May 1st 2024
12:00 PM
Zoom Webinar

We will discuss the following:

The pitfalls of conventional investment strategies that could be setting you up for a mistake just as you’re about to retire.

Financial planning tips to determine how much of your retirement savings will be used for retirement income.

The bigger “toolbox” that soon-to-be retirees like yourself are using to add layers of protection to these income-necessary assets.

The new way to think about risk tolerance after segmenting your savings according to your financial plan.

Why we created this workshop:

If you’re like most hardworking Americans you don’t want to work forever, and retirement is something you’re looking forward to enjoying.

Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a little more resiliency on your hard-earned savings as the transition approaches.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when and how they want.

Client Relationship Summary

This communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, NC, OH, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.