Dinner Workshop in Toledo

Venue & ticket info

Join us for a complimentary dinner seminar designed to help you take control of your retirement plan. About this Workshop We'll walk through the biggest challenges today's retirees encounter and share practical strategies to protect what you've worked hard to accumulate. And yes—dinner is on us. What You’ll Learn During this workshop, we’ll break down four major risks that can derail even the best retirement plans: 1) Taxes - Planning for the largest tax liability in retirement— your IRA. 2) Market Risk - Explaining the right amount of market risk to take in retirement. 3) Fees - The hidden retirement fees charged by your financial advisor & investments. 4) Long-term Care - Planning for the largest risk in retirement — the nursing home. Reserve Your Seats Now This workshop is complimentary, and your reservation includes dinner and drinks for you and an adult guest. Seating is limited, so please register in advance to secure your spot. This event is intended for individuals age 55+ with $500,000 or more in investible assets who are looking to retire within the next 5 years. Insurance licensed in AL, AZ, FL, GA, ID, IL, IN, IA, KS, KY, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, VA, WV, and WY Investment advisory services offered through Golden Reserve Retirement, LLC, a Registered Investment Adviser.