August 22nd, 202411:30 a.m. Central
August 22nd, 2024 | 11:30 a.m. Central
Virtual
Planning for Lifetime Income in Retirement
Do you know “your number”?
That is, the amount of money that you need to accumulate before you’re able to retire?
More importantly, do you know how much money you need - AND how it needs to be invested - to be able to REMAIN comfortably retired for what you hope will be a 30-to-50-year timeframe?
If you don’t know the answer to these questions, you’re not alone.
Inflation and the cumulative loss of your purchasing power is the biggest threat to your retirement. Backed by 80+ years of academic research and 25+ years of combined professional experience, our team will help you unlock a financially secure retirement and attain the peace of mind you deserve.
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
-
As a wealth advisor, Erik draws upon his more than 27 years of experience to deliver financial advice to his clients. He also provides strategic direction for the team he built in Cincinnati. Erik’s clients can count on clarity, confidence and catalyst delivered by a team of advisors who are true fiduciaries and fiercely independent.
-
Pat’s passion for this profession comes from the opportunity to empower clients to make their own informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven planning process and investment philosophy, allows Pat to coach clients through good markets and bad to make sure they have actionable strategies to reach their goals.
Other Upcoming Events
-
October 30th, 2024 | 11:30 a.m. Central
Virtual
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
-
November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.
-
November 21st, 2024 | 11:30 a.m. Central
Virtual
Year-End Tax Planning to Maximize Your Savings
Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.
-
December 11th, 2024 | 11:30 a.m. Central
Virtual
New Year, New Budget: Save Money While Living Your Best Life in 2025
In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.