Broker Check
07 March
Take Control of Your Retirement


Does your current retirement strategy match your long-term goals and needs?

Does your current retirement strategy stand up to the new challenges of retirement? This thought-provoking workshop examines today’s retirement planning realities and can help you assess whether your current financial plan is fit to successfully navigate your path to retirement. Learn how various financial strategies and insurance products can help solidify your retirement goals.

Learn how various financial strategies and insurance products can help solidify your retirement goals.

  • URGENT NEWS! Congress just passed the SECURE Act. Learn how this may impact your retirement and your heirs - for years to come!
  • Understand how you can build a strategy for retirement that improves your possibility of success, creates a margin of safety and addresses worst-case scenarios.
  • Discuss whether traditional draw-down strategies are still viable in today’s environment.
  • Learn how to identify your “lazy money” – your potentially underperforming assets – and hear about vehicles that can put them back to work for you.
  • Learn about the “Retirement RedZone” and determine whether your current strategy is sufficient to see you through it.
  • Learn how to assess your current market exposure. Does it match your current risk profile?
  • Understand the potential impact of investment fees, inflation and longevity risk on your financial well-being in retirement, and your legacy.
  • Hear strategies that can help you keep up with potential rising costs and provide a stream of income for all of your years in retirement.
  • Investigate how to reduce your exposure to “sequence of returns” risks.

Date and Time

Thu, Mar 07, 2024

6:30p - 8:30p CST


Peggys on the Green Hosted at The Kendall Inn Event Center

215 Lohmann St.
Boerne , TX 78006


Food will be catered by ---- Please note that parking will not be available in front of the Peggys On The Green. Instead, parking will be accessible from behind the venue at 215 Lohmann St, Boerne, TX 78006. There will be access to the venue from the parking lot.

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