July 20, 2016
RIA WEBINAR11:30 am - 12:00 amLance Roberts Lunch & Learn Webinar5 Strategies For A Successful Retirement This webinar covers the strategies and concepts you need to consider to have a secure and successful retirement. Richard will take the time to walk you trough:
1.How to avoid the dogma of old portfolio distribution rules.
2.What investments should you avoid at all costs? We’ll tell you.
3.Learn how to fine-tune your savings and spending strategies to wind up with more dollars down the road.
4.Are your plans realistic or are you cruisin for a bruisin?
5.Have you considered getting the most out of Social Security and tax-smart strategies to get the most out of your money in retirement? This presentation could save you thousands of dollars in retirement and keep you from making critical mistakes with your money. More details »
General

