Education is the foundation of personal financial empowerment. Without the necessary comprehension, most feel ill-equipped to make the significant financial decisions we face today.
Lansdowne Wealth Management hosts classes to build the necessary framework for a successful retirement financial plan. On an ongoing basis our classes are focused on the areas we see most relevant and timely to your personal finances.
Consistent with our lifetime commitment: Classes are free of sales-pitches and commitments, and anyone is free to attend unless stated otherwise in the description. Since we are a fee-only registered investment advisory firm, we do not sell products.
Classes:
Building Your Retirement Income
This class is built around the common retirement questions:
- Will I have enough money to retire?
- How do I calculate how much income I will need in retirement?
- What are the various strategies for creating an income stream in retirement?
Despite what some big financial services companies might have you believe, no single investment or income strategy is best suited for everyone. So we will focus extensively on various strategies such as dividend stocks, bucket strategies, annuities, income harvesting, high-yield strategies, and blended strategies for generating income. We will also touch on some of the other things you need to know about in retirement, such as insurance, estate planning (wills, trusts, etc.), pensions, and Social Security.
Because this workshop focuses primarily on strategies for creating income from retirement assets, this workshop is best suited for investors with $250,000 or more in investment and retirement assets.
Wednesday, January 30, 2013
6:00 pm – 8:00 pm
Mystic & Noank Library
40 Library Street
Mystic, CT
How To Register:
You can e-mail us at: registration@lwmwealth.com . Please make sure to include your name in your e-mail. You can also call us at 860-245-5078. Or, the easiest way is to fill out the simple registration box below with your information:
