About
Are you confident that your savings will provide you with a livable income after your leave the workforce?

Learn the 5 key things that every retiree with $250,000 or more in liquid assets must know to preserve their wealth and low risk investment options available to maintain your lifestyle.
Agenda
  • Learn why current investment models may put your post workforce lifestyle at risk.
  • Discover how to protect your assets throughout dynamic economic conditions.
  • Determine which strategies are suitable for your current and future needs.
Presenter
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David J. Scranton, CLU, ChFC, CFP®, CFA, MSFS
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