Thriving in Retirement
Planning Before Investing |
84 videos |
Updated 1 week ago
In this series, Scott discussed how to position your retirement foundation correctly based on the retirement hierarchy of needs. Also, you need to make sure you efficiently invest your money to ensure your portfolio works for you. Should you have more safe investments than market investments? Do you know how these investments will be taxed? Get these questions answered and more in this newly launched series!
Attend our FREE LIVE Zoom classes!
📅 Each month a different topic will be discussed.
January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH!! Properly
April - Today's World of Safe Investing
May - Producing Income in Retirement
June - Paying for Long Term Retirement
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement
September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement
✨Classes are on FIRST THURDAY of every month at 10 am PST via ZOOM
the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM
and the LAST MONDAY of every month via ZOOM for our live Q & A session.
🗓 BOOK AN APPOINTMENT
www.yourinvestmentcounselor.com
👨🏫 FREE CLASSES
www.fpfeaz.org/classes
📖 ADDITIONAL RESOURCES
www.sesweb.net
💬 Facebook.com/SecureEstateSolutions
🏢 Visit our Business Website: www.sesweb.net
📧 Email Us: contactus@sesweb.net
❔ Questions? Call Us At: (800) 345-3155
Investment Advisory Services offered through Alphastar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar Capital Management, LLC and Secure Estate Solutions, LLC are separate and independent entities.
