Taking Control of Your Retirement Seminar

In this seminar, we’ll talk about one of the most life-altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential strategies. Join us for an informative seminar during which you’ll get a better understanding of 1) Common retirement issues such as longevity, withdrawal, investment and inflation risks—and ways to help manage them; 2) How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you; and 3) Techniques for building a portfolio aligned to your priorities—leveraging a range of solutions.

No registration required.  Seating is first come first serve limited to room capacity.  

This program is for educational and informational purposes only (no sales) and is not intended for financial, tax or investment advice.  Newport Beach Public Library does not endorse or recommend any of the financial information or materials associated with this presentation.