The Perfect Financial Storm: Protect Your Assets and Secure Your Retirement

The Perfect Financial Storm: Protect Your Assets and Secure Your Retirement

Seats will fill up quickly, reserve your tickets today!

By Julio Rocha

Date and time

Thursday, May 30 · 6:30 - 7:30pm EDT

Location

Winter Park Library

1052 West Morse Boulevard Winter Park, FL 32789

About this event

  • 1 hour

You've worked hard to build your wealth and create a comfortable lifestyle. But the financial landscape is changing, and several threats could put your hard-earned assets at risk. Register for our educational workshop to learn how to navigate these challenges and ensure a stable, secure retirement.

Financial Threats You Can't Afford to Ignore

Banking Crisis: In times of volatility, many investors seek out perceived "safe havens" for their money. But are these investments truly safe, or are you buying fool's gold? Learn how to identify and avoid hidden risks in the banking sector.

Market Volatility: The ups and downs of the market can quickly erode your retirement nest egg. Discover strategies to protect your investments and minimize the impact of market fluctuations on your retirement.

Inflation: Rising costs can significantly affect your retirement income plan. Will your current lifestyle be sustainable? Uncover strategies to combat inflation and maintain your desired standard of living.

Rising Interest Rates: With an economy focused on consumerism rather than saving, increasing interest rates can have a substantial impact on your retirement. Learn how to prepare for and manage the consequences of rising interest rates.

Legislative Risk (Taxation on Qualified Assets): Can your Retirement Income Plan sustain a 20% reduction in Social Security income in 2033? With US National Debt at an all-time high and tax rates at historic lows, your retirement accounts could be targeted to pay for Uncle Sam's bills. Find out how to minimize the impact of potential legislative changes on your retirement finances.

Register for Our Educational Workshop and Secure Your Future

Don't let these financial threats catch you off guard. Sign up for our educational workshop to gain the knowledge and tools necessary to protect your assets and ensure a comfortable, worry-free retirement. Register now and take control of your financial future!

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Organized by

Insurance Executive with 23+ years of experience in Personal Lines, Commercial Lines, Life Insurance (Buy-Sell Agreements & Keyman Insurance), Disability Insurance and Employee benefits. Julio had the opportunity to train, work and excel in the insurance industry power houses like New York Life, State Farm Insurance, Progressive Insurance and Principal Financial Group. Julio is not all business; he believes in investing time in the community focusing on the development of small businesses and fundraising for educational scholarships. His volunteerism and philanthropic efforts have been recognized by national and local non-profit organizations and the U.S. Congress.