Here’s what you’ll learn…
- The 5 things women NEED from their financial advisor.
- How to avoid the built-in tax hike Women will experience if they outlive their husbands.
- Uncover the 2 risks already inherent in your portfolio that most people don’t even realize
- 5 reasons retirement planning is different for Women.
- What Women need to know about Social Security (survivor/spousal benefits).
- What married Women need to know about retirement NOW if they anticipate outliving their spouse.
- Identify sources of income and strategies to help ensure running out of money is not an option.
- Discover ways to identify and reduce the amount of risk in a portfolio.
Heavy Appetizers and Wine Tasting will be provided