This seminar will focus on how to invest to achieve retirement goals. In retirement it’s essential to allocate funds to address various lifestyle objectives having to do with growing and preserving funds, leveraging savings for reliable income, and making certain that remaining funds transfer to heirs quickly and tax efficiently. Historical and current stock market trends will be discussed, along with essential terms and concepts. You will learn about various strategies revolving around stocks, mutual funds, ETFs, bank products, life insurance, and annuities. This will provide a good overview of how to invest for retirement, and outline the steps to take to develop a sound retirement investment plan.
The presenter will be Michael Graff, the owner of ProIncome, a financial and retirement planning firm based in Walpole MA. He has 39 years of financial services experience, and is a Chartered Financial Consultant®, Chartered Tax Advisor®, and National Social Security Advisor®. He is the author of “6 Steps to Retirement”, a retirement focused book available on Amazon. Anyone attending this presentation will be entitled to receive a complimentary copy.
