Dinner Seminar in Dayton

Tue Sep 17 2024 at 06:30 pm to Wed Sep 18 2024 at 08:30 pm UTC-04:00

Coco's Bistro | Dayton

Southwest Ohio Event Locations
Publisher/HostSouthwest Ohio Event Locations
Dinner Seminar in Dayton
Advertisement
Join us for a private dinner event.
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 Coco Bistro.

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 Retirement, LLC, a Registered Investment Adviser.

Advertisement

Event Venue & Nearby Stays

Coco's Bistro, 250 Warren Street, Dayton, United States

Tickets

USD 0.00

Sharing is Caring:

More Events in Dayton

Core Excellence Workshop Series
Thu Sep 19 2024 at 08:30 am Core Excellence Workshop Series

Montgomery County Business Solutions Center

Reviewing Your Board Structure
Thu Sep 19 2024 at 08:30 am Reviewing Your Board Structure

Montgomery County Business Solutions Center

We Normally Don't Mix
Thu Sep 19 2024 at 05:30 pm We Normally Don't Mix

Sinclair Community College

Keys of Life | Adventure Edition
Thu Sep 19 2024 at 06:30 pm Keys of Life | Adventure Edition

Carillon Historical Park

Sister's Of Strength
Fri Sep 20 2024 at 07:00 pm Sister's Of Strength

Revival Center Ministries

Rock Your World Psychic Festival
Sat Sep 21 2024 at 10:00 am Rock Your World Psychic Festival

Montgomery County Fair & Fairgrounds, Dayton OH

Dayton is Happening!

Never miss your favorite happenings again!

Explore Dayton Events