Solving The Retirement Puzzle
Solving The Retirement Puzzle, an online informational and educational webinar, was recorded in June of 2020 during the Covid-19 pandemic.
After the recent stock market downturns people are beginning to realize, now more than ever, that an investment account, by itself and without safeguards is in fact not a financial plan, and definitely not a retirement plan. People are recognizing that they need to have a plan in place that when the next crisis happens (because we all know it will as history has proven), they need a plan that will have pre-emptive safeguards in place to protect their life savings.
I call it Solving The Retirement Puzzle because we need to put all the pieces of the puzzle together to create your individual long-term financial goals and create a strategy for achieving them. The plan is comprehensive but also highly individualized to reflect your personal and family situations, risk tolerance and future expectations using the best tool and strategies available to develop a solid retirement strategy.