Free

Bulletproof Your Retirement Lifestyle

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Bistro Provence

4933 Fairmont Avenue

Bethesda, MD 20814

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You can enjoy your retirement years without worrying about overspending... or cutting yourself short on the lifestyle you want.

In this informative and fast-paced seminar, financial planning guru Michael Kitces will show you the best ways to figure out your optimal withdrawal rate from your retirement portfolio. He'll teach you how to account for taxes... inflation... market gyrations... sequence of return risk... Social Security... healthcare costs... and a range of other factors.

You Will Learn...

  • Why how much you can spend depends on where you spend from... and when
  • How to make the tax code work in your favor
  • Why poor investment returns may not actually matter in retirement (yes, you read that correctly)
  • How actively-managed investing can help reduce your downside risk
  • How simple calculation errors can cause you big problems later... and how to avoid them

Meet Michael Kitces

Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL® is a nationally sought-after speaker, author, researcher, and thought leader in planning. In fact, Financial Planning magazine labeled him the industry’s “Deep Thinker,” and in 2010, the Financial Planning Association honored him with the Heart of Financial Planning Award — the industry’s greatest recognition. While generally given as a life-time achievement award, Michael won it at the age of 33.

Michael’s original research will help you ensure that your plan is designed to keep you from outliving your finances.

A Free, No-Stress Event

There is absolutely no charge for this event. Space is limited, so please be sure to reserve your seat as soon as possible. Once the event fills up, we will create a waiting list in case of cancellations. This event isn't appropriate for children under 18 (they'd be bored). Appetizers and soft drinks will be provided.

NOTE: We offer no financial products, how-to books, training courses, club memberships, or other items for sale at this event. Please leave your checkbook at home!

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Bistro Provence

4933 Fairmont Avenue

Bethesda, MD 20814

View Map

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