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JOIN US FOR A COMPLIMENTARY PRESENTATION

PRINCIPLES OF RETIREMENT PLANNING

Discover Potential Costly Risks That Your Retirement Plan Might Be Facing And Key Principles That Can Help Guide You Around Them.

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Wed Apr 1

The Park Street Tavern - Waitlist Only

6:00pm Pacific - 1901 Park St Alameda, CA 94501

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Tue Apr 7

The Park Street Tavern

6:00pm Pacific - 1901 Park St Alameda, CA 94501

This Event Is Full This Event Has Already Taken Place

What You'll Learn

Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.
Retirement Income – Are you worried about running out of money in retirement?
Do you know how volatility in the market may impact your IRA and 401(k).
Potential strategies to cover Long-Term Care costs without expensive annual premiums.
How will rising interest rates affect your portfolio.
How you may increase your interest earnings - while safeguarding your investments from risk.

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Featured Speaker

Todd Wellnitz, CLTC

Todd is a financial professional with over 20 years of experience advising Retirees how to protect their retirement assets with certainties and guarantees. He is the Past President of the Rotary Club of Alameda and an expert in strategically addressing the Top 6 retirement planning considerations.

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