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Retiring in the New Economy

Take control of your financial future and ensure a secure retirement

What you will learn at our workshop:

You’re probably realizing that the last 30 years are not going to be like the next 30 years. Join us for a light breakfast where you will discover the proven strategies for preserving wealth in retirement. You’ll acquire meaningful information presented in plain English. The concepts covered in this course are most suitable for those with a $500k+ portfolio.

  • Unlock the secrets of a fulfilling retirement in today's evolving economy
  • 3 Ways retirees SCREW UP their finances
  • How to maximize your retirement income
  • Strategies to retire earlier than you thought possible
  • Discover approaches to ensure self-sufficiency as you age
  • Income projection pitfalls and how to AVOID RUNNING OUT OF MONEY in retirement
  • Common misconceptions about retirement planning
  • How to protect your portfolio against inflation and raising health care costs
  • Gain insight into the unique challenges and opportunities presented by the new economy
  • Strategies and tools to protect your assets from catastrophic illness
  • Tailored for individuals aged 50-75 with a $500k+ nest egg

By implementing the strategies learned at this workshop, retirees can enhance their chances of preserving and growing their wealth throughout their retirement years.

This is an educational event there will be no sales pitch or obligations of any kind.

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Expert Guidance:

Gain invaluable insights from our team of seasoned professionals who specialize in retirement planning and the new economy. Benefit from their extensive experience and deep understanding of the latest market trends.

Workshop Landing P1age

Interactive Learning:

Immerse yourself in an engaging and interactive learning environment. Participate in thought-provoking discussions and practical exercises that foster a deeper understanding of retirement planning in the new economy.

Happy retired couple sitting at park bench and using digital tablet

Empowerment and Confidence:

Walk away from the workshop equipped with the knowledge, tools, and renewed confidence to seize the opportunities presented by the new economy. Gain peace of mind knowing that you are well-prepared to make the most of your retirement years.

"In these uncertain times, find peace of mind, knowing that your personal affairs are in order"
"Live as if you were to die tomorrow. Learn as if you were to live forever."
Mahatma Gandhi
"Someone is sitting in the shade today because someone planted a tree a long time ago."
Warren Buffett
“There is only one success: to be able to spend your life in your own way.”
Christopher Morley
“A year from now you may wish you had started today.”
Karen Lamb
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Income Strategies for

Retiring in the New Economy

August 19th

10am-11:30am

Join us for a light breakfast where you will obtain meaningful information with none of the financial jargon. Attendance is free but these events fill up fast and seating is limited. 

Riverwoods Conference Center

615 Riverwood Pkwy, Logan, UT 84321

Getting to the Venue

This event is held at the Riverwoods Conference Center 615 Riverwood Pkwy, Logan, UT 84321. Directions will be emailed out to those who RSVP. Complementary off-street parking is provided as well as a light breakfast.

Riverwoods Conference Center

Attendance is free but these events fill up fast and seating is limited. If married, spouses are encouraged to attend.

No Advisors, Agents, or Brokers, please.