Americans are facing serious retirement challenges. We simply do not
have enough saved, or do not know where to begin. We believe in
financial literacy, and we hope to help you build a secure financial
future through understanding. Our community program—Financial
Fitness—is here to provide you conceptual information on navigating
the retirement planning landscape. Time is money: the earlier we learn
these concepts the better off our financial future!
1st Friday: Wealth Building Principles
Understand the core investment principles in building wealth. What is
the proper structure of a sound financial plan?
2nd Friday: Protect Assets and Family
You cannot afford not to protect your hard-earned assets. As we focus
on building wealth, we need to properly protect our assets and our
families.
3rd Friday: Secure Life-time Income
The biggest retirement concern is running out of money. Besides Social
Security Benefits, how do I turn my personal savings or retirement
plans into a secure lifetime income stream? What other options do you
have?
4th Friday: Healthcare & Long-term Care
There is a 70% chance that a retiree(you or your parents) will need
some type of long term care services, and healthcare’s not getting
cheaper! Let’s understand the different types of care and the
various funding methods.
Workshop Agenda:
6:15PM - Networking
6:30PM - Presentation
7:15PM - Q&A
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29/06/2019 Last update