Free

Complimentary Retirement Lunch Workshop

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Concord

Concord, CA

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Event description

Description

Topics Include:

 How Modern Portfolio Theory can be utilized in your retirement strategy.

 How volatility in your 401(K) and IRA may impact your long-term goals.

 The role of P/E Ratios in making investment decisions.

 Using a bond ladder to help create saftey and long-term stability.

 How proper diversification may lower volatility and stabilize your returns.

 How a properly blended portfolio may reduce your overall fees.

Visit us on the web at theretirementgroup.com

Complimentary lunch will be served

Call 800-900-5867 to make a reservation for you and a guest

FAQs

Are there ID requirements or an age limit to enter the event?

Our workshops are for individuals who are getting close to retirement. The information we cover may not be as relevant for someone who is younger.

What can/can't I bring to the event?

You can definitely bring a guest or spouse. Please cal 800-900-5867 to rsvp for yourself and a guest (or two guests!).

Where can I contact the organizer with any questions?

You can call 800-900-5867 or email info@theretirementgroup.com

Is my registration/ticket transferrable?

Yes, if you can not make the workshop for whatever reason you can give the ticket to a co-worker. We do ask that they call us at 800-900-5867 to let us know they are coming.

Can I update my registration information?

Yes, please call our office at 800-900-5867.

Do I have to bring my printed ticket to the event?

No, once you have registered that is all you need to do.

What is the refund policy?

Our workshops are no obligation and complimentary so there is zero cost.

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation and PG&E and Bank of America are unaffiliated companies. *This complimentary service is neither approved nor endorsed by PG&E nor Bank of America

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Accessing retirement funds through 72(t) programs are complicated and are not appropriate for all investors.

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Concord, CA

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