About this Event
Are you ready to take charge of your financial future in retirement? Join us for Class 1 of the 12-class Active Retirement Investing Seminar Series, presented by experienced financial advisors Nashoba Bailey and Hunter Wm. Bailey.
This seminar series, hosted through The Renaissance Society, is designed to empower retirees and near-retirees with the knowledge and tools needed for effective retirement planning.
Class 1 Highlights:
- Introduction to the fundamentals of active retirement investing.
- Overview of the 3-Phase Financial Planning Process:
- Evaluating current financial health.
- Building a diversified, goal-aligned portfolio.
- Monitoring and adapting your financial plan over time.
- Strategies for assessing your financial advisor or managing investments on your own.
- Educational insights into cash flow, insurance, taxes, investments, and estate planning.
Why This Class Matters:
- Navigate Complex Financial Decisions: Retirement brings a host of financial choices that can significantly impact your future. This seminar provides clear guidance to help you make informed decisions.
- Maximize Your Retirement Income: Learn strategies to optimize your income streams, ensuring you can maintain your desired lifestyle throughout retirement.
- Protect and Grow Your Assets: Understand how to safeguard your savings against inflation and market volatility while exploring growth opportunities.
- Personalized Planning: Gain insights into creating a retirement plan tailored to your unique goals and circumstances.
- Stay Informed: With ever-changing financial landscapes, staying updated is essential. This seminar keeps you abreast of the latest trends and strategies.
By attending, you'll be empowered with the knowledge and tools to confidently approach retirement, ensuring peace of mind and financial security.
How to Join:This class is FREE to attend and offers a preview of the full 12-class seminar series. To access the entire series, attendees must join The Renaissance Society, a vibrant learning community for adults aged 50+. Membership includes access to this seminar series and many other enriching courses and events.
What You’ll Receive:When you join the seminar, you’ll receive the following free items to enhance your learning experience:
- A comprehensive textbook.
- Weekly resource materials tailored to each session.
- A pen and travel writing notebook to jot down notes and ideas.
- A stress ball and mint to keep you focused and refreshed.
- Occasional goodies brought to class for a delightful surprise.
For more information about joining The Renaissance Society:
📧 Email: [email protected]
📞 Phone: (916) 758-5133
🌐 Website: The Renaissance Society
More Event Details:
📅 Date: February 7th, 2025
⏰ Time: 1:30 PM - 2:30 PM
📍 Location: Sac State, Calaveras Hall (CLV) 145
🎟 Cost: Free for Class 1(Join The Renaissance Society after your FREE class to enjoy the rest of the series and all of the other wonderful offerings!)
Questions about the seminar? Contact us:
📧 Email: [email protected]
📞 Phone: (916) 863-1266
🌐 Website: HunterWilliamBailey.com
About the Instructors:
- Nashoba Bailey, ChFC®: An expert in retirement asset management with multiple certifications, including fund, tax, estate, and income strategies.
- Hunter Wm. Bailey, MSFS: Founder of Wealth Strategies, with over 40 years of financial planning experience, helping retirees achieve their unique financial goals.
Securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Hunter Wm. Bailey, CA Insurance License #0589198.”
Event Venue & Nearby Stays
California State University, Sacramento, United States
USD 0.00
