The 7 Most Common Retirement Planning Mistakes

Free Online Workshop

Hey Everyone! I'd like to invite you to our next live online event: The 7 Most Common Retirement Planning Mistakes.

Thanks to your feedback, we've put together a workshop that will cover the top mistakes I see in my practice and how you can avoid them.  We'll be hosting the workshop this coming Thursday, 4/26, from 10-11am PST / 1-2pm EST.

This workshop will be live, and if I manage the time correctly we'll have room for an open Q&A at the end.  So come prepared with retirement planning & investment related questions. 

This event will be free, but space is limited so grab your spot now while there's availability.

Here's the link to register.  


Topics We'll Cover:

  • The most common retirement planning mistakes & how to avoid them
  • A proven method for maximizing your Social Security benefits
  • Powerful tips for reducing your tax burden both now AND in retirement
  • How to maintain a comfortable lifestyle and ensure you'll never run out of money

As I mentioned, this will be a free online event but seating is strictly limited to the first 100 attendees.  Feel free to spread the word to your friends/family members/colleagues who might be interested, but make sure you reserve your spot before space runs out.

Here's the link to register again.

I look forward to seeing you there!



Posted in Financial Planning, Retirement.

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