About this Event
About this eventExpedition Retirement
Like the popular TV and radio show, this free event is packed with critical tips and tools to get through retirement safely.
Plus, dinner is on us at Club Oceano.
Climbing a mountain is dangerous. So is Retirement. When you finally make it to the top, many retirees find themselves unprepared for the way down. Many try to use the same financial advisor that got them up the mountain to get them down.
But to get down you don't need a financial advisor, you need a Retirement Planner who has the tools and expertise to protect you from the four biggest boulders.
1) Taxes - Uncle Sam is hoping you aren't paying attention so he can collect over double the taxes from your spouse and kids when you're gone.
2) Market Risk - Many retirees assume their financial advisor will recalibrate their portfolio as they enter retirement. You might be surprised to learn many don’t.
3) Fees - How much of your money is going towards financial advisor and investment fees? You certainly won’t find the answer on a statement.
4) Long-term Care - At over $120,000 a year, who is going to pay? Medicare won't. Neither will Medicaid, until you're broke.
Please RSVP now to guarantee your space.You and an adult guest are invited. Guarantee your tickets by registering today.
This event is only for those 55 years of age or older.
Listen to the Expedition Retirement Podcast
Insurance Licensed in OH, FL, AZ, IN, KY, WV, PA, MI, TX, WVA, SC, GA, CA, NC, IA, ID, ME, TN, VA and WY
Investment advisory services offered through Golden Reserve, LLC, a Registered Investment Adviser.
Event Venue & Nearby Stays
Club Oceano Seafood & Bar, 4429 Cedar Park Drive, Beavercreek, United States
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