In light of the current economic environment, Logan Sadler is offering a timely online presentation to provide strategies addressing retirement options for today’s uncertain times. This important online event includes a complimentary copy of “The Essential Retirement Guide” – 130 pages of valuable retirement information.
This class identifies some of the past retirement paradigms and the new standards we are now faced with today. Attendees will discover how to better understand the current environment and to identify and avoid threats that can delay or derail a successful retirement and options they have now.
TOPICS TO BE COVERED INCLUDE:
· How to avoid the #1 fear for retirees: Running Out of Money.
· Contributing factors to losses during retirement
· Long-term Care & Estate Planning
· The Rules of Investing
· How to minimize taxes & maximize returns
· What is the SECURE Act of 2020 and how could it effect your retirement?
· How to turn retirement accounts into paychecks for life.
Logan Sadler & Ruggieri Financial & Insurance Services, Inc.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.