You and a guest are invited to join us at The Library Wine Bar & Bistro for an informative workshop on Financial Calm!

Financial Calm In Turbulent Times

A complimentary workshop on how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.

Retirement Planning Workshop @ The Library Wine Bar & Bistro

Monday, June 7th
6:00 PM

Wednesday, June 9th
6:00 PM

The Library Wine Bar & Bistro
60 North Main Street
Wallingford, CT, 06492

This seminar will be meeting requirements for social distancing and taking precautions to ensure the safety of our guests. We will be limiting the number of attendees to 50% of the room capacity with a minimum of 6 feet between each table.

We will discuss the following:

Taxation

How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.

Sequence Of Returns

Sequence of return risks can have a profound impact on how well you enjoy your retirement; because it’s not how much your investments go up or down, it’s when the ups and downs occur.

Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!

Market Volatility

How to lower the risk of your portfolio while still making good returns.

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.