About this Event
RICKSTAR Financial Presents: Pre-Retirement Planning Seminar
Your next chapter deserves a strategy.
Retirement is more than deciding when you will stop working. It is about making sure your savings, investments, income and overall financial strategy are prepared for the years ahead.
Join RICKSTAR Financial for an educational Pre-Retirement Planning Seminar designed for individuals and couples who are approaching retirement and want to better understand the decisions that can affect their financial future.
During this seminar, we'll discuss:
• The Pre-Retirement Landscape
Understand the key risks that deserve attention as retirement approaches, including market volatility, inflation, healthcare costs and longevity.
• Your 401(k)
Learn what to look for in your current 401(k), including investment allocation, fees, rebalancing and beneficiary designations.
• Sequence of Returns Risk
Explore why the timing of market gains and losses can matter significantly when you're approaching retirement and beginning to withdraw income.
• Common Retirement Planning Pitfalls
Review mistakes that can occur when retirement accounts are left on autopilot or when important decisions about income, Social Security and other retirement assets aren't coordinated.
• Professional Active Management
Learn about the difference between simply setting an account and leaving it alone versus having a strategy that is monitored and adjusted as circumstances change.
Who Should Attend?
This seminar is especially valuable for individuals and couples who are approximately 5–10 years from retirement, as well as anyone who wants to take a closer look at their current retirement strategy.
Whether retirement is just around the corner or still several years away, this seminar is designed to help you identify the questions you should be asking now.
Event venue & nearby stays
76 N Huron St, 76 North Huron Street, Ypsilanti, United States
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