Retire Wise: An Educational Retirement Strategy Workshop

Retirement is the light at the end of a long and arduous road. You have worked hard over your lifetime and now it is almost time to rest and reap the benefits of your labor. However, reaching retirement doesn’t matter if you can’t live comfortably for the duration of your golden 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* • Risk Management • Estate Planning • Retirement Funding • Social Security and Medicare • Investments • Retiring with Purpose Join us for this educational and interactive workshop consisting of two, hourlong webinars and a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns. Reserve your spot today: • Tuesdays, May 18 & 25; 6:30 PM to 7:30 PM PST (Register here: https://summitadvisors.com/university/) *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. 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. 3551327 DOFU 4/2021