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

The Four Buckets Retirement Income Strategy^™: Planning Income, Taxes and Investments in Retirement

Designed for those who are 5 years in or out from the retirement transition to help create a retirement income plan for greater confidence and peace of mind.

Retirement Planning Workshop @ The Center at Belvedere

Wednesday, June 5th 2024
7:00 PM

The Center at Belvedere
540 Belvedere Boulevard
Charlottesville, VA 22901

We will discuss the following:

How to solve for your retirement “income gap.”

How to manage the Retirement Redzone “Retirement Redzone” – that “make or break” period before making the retirement transition.

How to spot and fight bad behavioral biases with your money.

How to preserve wealth using non-conventional tax strategies.

How to prepare for retirement risks like inflation, health care and long term care costs.

How savvy retirees are using growth stocks.

How your financial legacy can start happening now.

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

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.