Join Bill Pollak
Founder & Managing Principal, Itineris Financial Advisors
Registered Representative, LPL Financial

Program Overview

Recent surveys indicate that many Americans are unsure about how and when they will retire. Those feelings of uncertainty may be even more pronounced among architects whose profession, tied to the difficult conditions in the real estate market, has been disproportionately impacted by the economic downturn since 2008. Although the economy is beginning to recover, the upturn has been slower than past recoveries, resulting in fewer opportunities for architects to pursue traditional employment than during pre-recession years. The backdrop has forced some architects to seek work as contactors or to considering working as sole proprietors, sometimes creating challenges, especially for people in midlife, seeking to move toward moving toward the attainment of their long-term financial goals. If you face the same uncertainties or feel anxious how to move confidently toward your long-term goals, then this workshop will provide actionable tools and techniques to help navigate these unusual times. The session will help you understand how to determine and plan for your retirement needs, consider the role of Social Security, and educate you about asset allocation and investment strategies that reflect your needs.

Learning Objectives:

-Determine retirement planning needs

-Estimate Social Security benefits

-Overcome the impact of inflation

-Review asset allocation strategies