Ready for Retirement?
The financial markets can be volatile, the cost of health care keeps rising, and many companies have eliminated traditional pensions.
Are you on track to accumulate the savings needed to enjoy the retirement lifestyle you deserve?
Have you asked yourself these questions about your future?
- Can I retire on Schedule, or will I have to postpone retirement?
- How much money will I need to retire?
- Are there better ways to manage taxes?
- How will I provide for my family and heirs?
This course will help you…
Steer Clear of Roadblocks
Acquire Sound Information
Focus on Your Goals
Who Should Attend:
The session is most helpful for those who are contemplating or close to retirement.
- Define and Create Your Retirement
- Assess the Costs
- Evaluate Your Sources of Income
- Protect Your Health and Wealth
- Manage Your Estate Distribution
- Optional Retirement Planning Consultation (for those who are eligible*)
- And much more!
This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your instructors are:
Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®
Craig Smith, CFP®, CFA®, ChFC®, CLU®
*Optional Personal Plan or Consultation
This additional service is designed for people with a minimum of $500,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow. If eligible, you have the option of scheduling a Social Security or retirement planning consultation with the instructor at the end of the seminar. We will provide you with additional information on how to prepare for this session in advance of your scheduled appointment. This meeting is your opportunity to analyze your financial situation, help develop your financial plan, maximize your Social Security and have your questions answered.
There is no assurance provided that the financial strategies discussed will provide investment success. Investments are subject to risk, and actual results depend on many factors as discussed in the seminar.
Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.