Retirement Seminar

Retirement Seminar

The Economy is Changing…Be sure your retirement is protected

If you are nearing retirement or are already retired, you may have serious questions about your money.  A few of the important topics we’ll discuss at this retirement seminar include:

  • Why creating an executable strategy can help you sleep easier, worry less and enjoy your retirement.
  • Ways to position assets now for a more tax efficient income during retirement.
  • How you can increase the likelihood that your savings will last through retirement.

For more than 20 years, our clients and prospective clients have been attending our monthly educational events in Saratoga Springs, NY and St. Augustine, FL. Our topics include retirement planning, investment management, and developing a system that may help you become a better investor.

We hold the retirement seminar series at well known, quality restaurants in small groups of 20-30 people. It is a casual, interactive atmosphere where dinner is served and questions are encouraged.  Our goal is to create more educated investors in a friendly, non-sales environment. We focus on the process and tools that we use to create executable investment strategies that work in a variety of market conditions for our clients.

Join us for an interactive, information-packed event and a nice meal on us!

Upcoming dates and locations:

In response to the COVID-19 shutdowns we have switched to a webinar format for our current educational events. 

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