Today’s financial markets have grown increasingly volatile as the world becomes more connected via technology. Seniors and retirees cannot afford to establish a plan for retirement and then “leave it alone”. This workshop will help you setup systems to maintain flexibility, a secure future, and to invest not only safely, but wisely. Topics covered will include:
- Protect Your Retirement Nest Egg – How to diversify effectively, know your options and make sure you understand the rules;
- Protect Your Retirement Income – Dividends and interest are not the whole answer. What happens if (when) interest rates rise?; and
- Protect Your Family and Heirs – Plan for medical and long-term care expenses. Does life insurance make sense?
Speaker – Scott Wiard, President, Horizons Planning Corporation