Straight Talk for Retirement Success

This two-part retirement workshop will provide the basis for you to complete a financial health self-assessment. Click here to download your self assessment form and fill it out as you watch the videos. Topics include:

  • Investment strategies to generate risk adjusted returns in unstable markets and take advantage of high-growth cyclical sectors
  • Protecting your capital; and legally minimizing your taxes before and during retirement
  • Dealing with lump sums of money
  • Contingency plans to protect your nest egg
  • Planning for aging & illness for you and family members

If you’ve already watched our webinar, Protecting Your Portfolio from Volatile Markets, you will see some similar content. Skip ahead in those parts of the video which you’re already familiar with, or watch again for a refresh.

Part 1:

Part 2:

Book an intro call with us.

We’re friendly and won’t pressure you into anything.  We’ll help you assess if we’re a fit, and answer any of your burning questions.