Our events are designed to be informative AND fun for the investment community that we serve. One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
If you do not see a time or event that fits your needs, or you would prefer to schedule a one-on-one appointment, please email our scheduling and event coordinator at firstname.lastname@example.org
Important concepts and strategies for positioning retirement savings. Presentation will be followed by a 50 minute virtual wine tasting led by a professional sommelier.
IN PERSON - Stanford Grill Rockville
How do you know when it is “safe” to retire? Will your portfolio fill the gap between your Social Security, pension and living expenses? How do you ensure that once you can retire you can stay retired? In this webinar we will review the key considerations in determining if you are financially prepared to retire and address social security, pension and portfolio income strategies.