Properly Plan for Retirement Using Investment Strategies that Protect Your Principal, Reduce Your
Risk and Can Help You Pay for Care
The appropriate retirement plan should shift from a wealth accumulation phase to a wealth
preservation phase. The ultimate goal is to continue growing your nest egg while reducing
and mitigating risk. Learn how to maximize your return, reduce your tax burden and keep your
nest egg safe and secure for years to come.
In this session, you’ll learn the following:
• Are your investments safe/guaranteed?
• Will your investment income be enough to pay for care?
• Have you thought about ways to reduce your tax burden?
• Will you outlast your retirement savings?
• and much more…