Boca Raton Public Library
400 Northwest 2nd Avenue, Boca Raton, FL, 33432
TOPICS
What you’ll learn
Designed specifically for adults at a stage in life where complex decisions can have a profound impact. You and a guest are invited to a complimentary gourmet dinner and informational seminar and insurance presentation entitled “Understanding Different Retirement Strategies”.
Building your own written retirement plan
How to develop a consistent and predictable retirement income strategy
Manage your retirement portfolio with a time-tested process to reduce volatility
Tax strategies for use in retaining your hard-earned savings
Up-to-date information on health care for retirees and seniors
Common perils and pitfalls that many retirees experience
Social Security maximization!
Whether you are entirely new to retirement planning or have been planning your future for years, you can always learn something new from our interactive workshops. These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain, and profit from the information covered!
** We do not provide specific legal or tax advice, nor promote, market, or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation
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Copyright © 2023 The Learning Lab | All Right Reserved | Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation. Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also review our Privacy Policy. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Armor Financial Group and Silver Oak Securities, Inc. are separate entities.
