Principles of Retirement Planning...

What You Need to Know to Help Guide a Successful Retirement

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What You'll Learn at This Event...

How tax legislation may cost your family thousands and strategies to help reduce future tax liabilities while in retirement.
How volatility in the market and rising interest rates will affect your portfolio, including the specific impact on your IRA and 401(k).
How you may increase your interest earnings while helping to protect your investments from potential risk.

Why Attend This Event...

As a country, we are facing many difficult challenges: historic national debt levels, higher inflation, higher interest rates, increased market volatility and so much more. The question many Americans are asking is 'How does this affect my retirement and what can I do about it?'

If you're worried about not having enough money for retirement, register today!

Frequently Asked Questions

Who is this event for?
This event is perfect for pre-retirees nearing retirement looking to create an income plan or current retirees wanting to maximize their savings.

What if I'm interested, but can't attend?
Please reach out to me either by the phone number or email address listed.

Dates and Times

Location

Uconn Stamford
1 University Place
Stamford, CT 06901
View Map and Directions

Meet the Host

Robert Cannon
Founder / President
Learn More

Experity Wealth
Ph: (347) 535-4999
Em: rob@experitycpa.com

Principles of Retirement Planning: What You Need to Know to Help Guide a Successful Retirement at Uconn Stamford - 1 University Place, Stamford, CT 06901

Seating is limited. In order to ensure your spot for the FREE RETIREMENT WORKSHOP, click the button or give us a call today.

Disclosure

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Experity Wealth. Experity Wealth is a separate and unaffiliated entity from Simplicity Wealth. The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

The Principles of Retirement Planning Workshop is an educational program and is not intended to sell investment or insurance products, nor is it intended to provide tax or legal advice. Consult with a qualified financial professional for suitability for your specific situation. Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only. Projected rates do not reflect the actual or expected performance within any example or financial product. 5313289-0326

This event is neither sponsored nor endorsed by the Uconn Stamford

Lic. LA-1484888

Contact Us

Experity Wealth
1037 East Putnam Ave
Riverside, CT 06878

Ph: (347) 535-4999
Em: rob@experitycpa.com
https://experity-wealth.com/