Retire Wise: An Educational Retirement Strategy Workshop

Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long-term care needs can derail your plans. Are you as prepared as you could be? There’s a myriad of literature written about saving, investing, and accumulating enough wealth to retire, but precious little about how to use those assets to support 30-plus years of living. During this workshop, a qualified instructor with years of industry experience will guide you through the retirement preparation process, alerting you to common pitfalls and giving you strategies that will help you live well throughout your retirement. During our time together, we will focus on the following subjects: • Common Planning Pitfalls • Minimizing Taxes* • Retirement Funding • Investments • Social Security and Medicare • Risk Management • Estate Planning • Retiring with Purpose Join us for this educational and interactive workshop which includes a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns. Reserve your spot today: Webinars: • Wednesday, September 22; 6:30 PM to 8:00 PM PST • Thursday, October 14; 6:30 PM to 8:00 PM PST Location: This is a virtual event. The virtual event information will be provided after you register for the event. In-Person: • Wednesday, September 29; 6:30 PM to 8:00 PM PST • Wednesday, October 6; 6:30 PM to 8:00 PM PST Location: Blackhawk Country Club Lakeside Clubhouse 599 Blackhawk Club Dr Danville, CA 94506 Instructor: Steve Wilcox CAP®, CFP®, ChFC®, CFS Partner, Financial Advisor Blackhawk CC Member and Blackhawk Resident *Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Registered Representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group, LLC is independently owned and operated. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583. (925) 866-7800. TR# 3551327 DOFU 4/2021