Courtyard by Marriott Portland Southeast/Clackamas

Courtyard by Marriott Portland Southeast/Clackamas is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Hosted by Wayne von Borstel, Financial Consultant
Saddleback Mountain Room
9300 SE Sunnybrook Blvd, Clackamas, OR 97015

Sign up today!

No Charge to Attend!

Courtyard by Marriott Portland Southeast/Clackamas

Courtyard by Marriott Portland Southeast/Clackamas is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Hosted by Wayne von Borstel, Financial Consultant
Saddleback Mountain Room
9300 SE Sunnybrook Blvd, Clackamas, OR 97015

Sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT

Develop money management skills that can last a lifetime


Whether you are nearing retirement, already retired, or accumulating money for retirement, you can benefit from a wealth of real-world information and financial strategies. The course material is relevant to anyone – regardless of income, occupation, or age. Financial Strategies for Successful Retirement has been conducted in colleges and universities throughout the United States since the 1990s and continues to be one of the most comprehensive financial courses available to adults.

Be Informed and Financially Knowledgeable

The Financial Strategies for Successful Retirement course focuses on concepts and strategies to help you spend your retirement comfortably and in control of your finances. Topics range from managing cash flow and taxes, to reducing the risk of losing money in a market downturn, to protecting your assets from high health-care costs, to estate/planning, to generating income in retirement. You will gain confidence in your financial decision-making ability and be better prepared to face the challenges and enjoy the rewards of retirement.

Fortunately, there are ways to help stretch your retirement income. The concepts discussed in this seminar are most suitable for those with investable assets of $250k or more. At this informational seminar you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make financial decisions. The workbook was prepared especially for this seminar and contains information you will want to remember from this presentation.

Join us at Courtyard by Marriott Portland Southeast/Clackamas for an informational workshop covering retirement income strategies on Tuesday, December 3 from 6:00-9:00 PM or Saturday, December 7 from 9:30 AM-12:30 PM.

THIS COURSE CAN HELP YOU:

  • Understand the official new tax reform rules and their impact on your retirement
  • Make wise investment decisions
  • Build and protect your wealth
  • Provide for your family and heirs
  • Protect your assets from inflation/li>
  • Analyze retirement lifestyle options
  • Take advantage of tax changes
  • Choose investments that match your tolerance for risk
  • Increase income from retirement plans

THIS COURSE CAN HELP YOU:

  • Understand the official new tax reform rules and their impact on your retirement
  • Make wise investment decisions
  • Build and protect your wealth
  • Provide for your family and heirs
  • Protect your assets from inflation/li>
  • Analyze retirement lifestyle options
  • Take advantage of tax changes
  • Choose investments that match your tolerance for risk
  • Increase income from retirement plans

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA von Borstel & Associates, a registered investment advisor. Financial Advocates Investment Management, von Borstel & Associates and LPL Financial are separate entities. Retirement Income Planning 567 and LPL Financial are separate entities. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Wayne von Borstel | 308 E 3rd St, The Dalles, OR 97058 | (541) 296-6669

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