Broker Check
16 May
Client Education Event - Road Bumps in Retirement

Description

Please join us for our next Client Education Event, Road Bumps in Retirement via Zoom. We are excited to have you all join Kris Etter and Jagger Barrett along with invited guests, James Ward with Fairway Mortgage, and Ed Collopy with Allianz Life Financial Services, as this foursome covers:

 

    • New fee structure in 2025.

 

    • Inflation - how this impacts future income streams.

 

    • Risk Management – how to transfer risk in retirement.

 

    • How to generate better outcomes in your 401(k).

 

    • The importance of allocation and rebalancing.

 

To show our appreciation for taking the time to join us we will be sending all attendees a $25 gift card for DoorDash at the conclusion of the event.

 

Thanks, and we’ll look forward to “seeing” you there!

Angela



Investment Adviser Representative of Beacon Financial Planners, Inc. Investment Advisory Services are offered through Beacon Financial Planners, Inc., a State Registered Investment Adviser.

 

Date and Time

Thu, May 16, 2024

12:00p - 1:00p CST

Location

Zoom invite

PT1H

Event Registration