(844) 567-7760

Building Wealth in Your Forties Webinar

How you invest and save for retirement in your 40s can strongly impact your future assets.

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Staying on track with your retirement saving plan is key – Are You Prepared?

According to Yahoo 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

 

  • The 40s are a turning point and your peak earning years.
  • Fewer pension plans mean the majority of retirement income is from personal savings.
  • Have you maxed out your retirement sponsored retirement.
  • Consider catch-up contributions to increase retirement savings.

What We Will Cover

  • Impacts of inflation on your retirement plan
  • How market volatility can become an opportunity 
  • Making your employer-sponsored retirement plan work for you
  • How you can maximize IRA’s to supplement your QRP
  • Career changes and 401k’s Roth conversions, cashouts, and lump-sum distributions
  • Where to draw funds from for home improvements & major purchases
  • What to do with a 401k from a former employer
  • How estate plans, wills, and trusts can your protect your inheritance or your heirs

“A leading educational resource for those nearing retirement” –

FAQs

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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