You and a guest are invited to join us at Herndon Community Center for an informative workshop on Retirement Planning!
Are You Ready for Retirement
A complimentary workshop on how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.
Retirement Planning Workshop @ Herndon Community Center
Thursday, September 12
6:00PM
Herndon Community Center
814 Ferndale Ave
Herndon, VA 20170
NOTE: This event is not sponsored by or affiliated with Herndon Community Center.
FINANCIAL SQUARE
1640 Boro Place, 4TH FLR
McLean, VA 22102
Presenter: Janine Frank
Taxation
How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.
Sequence Of Returns
Sequence of return risks can have a profound impact on how well you enjoy your retirement; because it’s not how much your investments go up or down, it’s when the ups and downs occur.
Income Distribution
Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!
Market Volatility
How to lower the risk of your portfolio while still making good returns.
Avoiding Mistakes
Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.
Why we created this workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.