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Retirement Masterclass

Program Type:

Lectures, Workshop

Age Group:

Young Adult, Adult
Please note you are looking at an event that has already happened.

Description

Matt Stevenson, President of Allied Wealth, helps assist clients using an analytical, methods-based approach each day to help them achieve their financial goals in retirement. His goal is to teach clients about various options available to them and help them build a comprehensive financial plan they can utilize during the most important years of their lives.

Join Matt Stevenson, President of Allied Wealth, for a retirement masterclass. Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

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