Surviving Retirement: Offensive and Defensive Strategies You Need to Know

About This Workshop

Join retirement income specialists David Wright and Nick Norvell for an informative dinner seminar designed for area residents who are retired or planning retirement. This comprehensive program is completely free with no obligation—just bring a notepad to capture valuable strategies you can implement immediately.

What You’ll Discover

Market & Economic Strategies:

• Inflation & Interest Rates: Current investment strategies and future expectations
• Market Volatility: Why top economists are protecting portfolios and what you should do
• Safety vs. Risk: Avoiding losses as bonds and stocks fluctuate—no gambling required
• Portfolio Evaluation: Assessing investments amid rapid inflation and recession concerns

Income & Asset Protection:

• Retirement Income Planning: Strategies for guaranteed lifetime income
• Fee Analysis: Understanding how fees impact your portfolio (includes free portfolio review)
• Estate Protection: Safeguarding assets from nursing home costs and legal issues
• Tax Strategy: Proactive planning for potential future tax increases

Perfect for retirees and pre-retirees seeking to preserve capital, decrease risk, maximize income, and protect their wealth.