Broker Check
08 Feb
Protecting Your Assets

Description

With continued concerns around inflation, a recession and ongoing market volatility that's been prevalent this past year, the timing couldn't be better for our team to host another "Protecting Your Assets " Event.

This event will provide much-needed information about not just designing a holistic plan to help someone get to retirement, but also to help answer questions about what happens when you get there.  Learn about what sets us apart in the fiduciary planning space, as there is more to planning than just savings and investments.  

We will cover concerns that both retirees and pre-retirees have, including how to help reduce risks in their savings and investments particularly during these uncertain markets, talk about ways to protect their assets and mitigate the risk of going broke in retirement, as well as share new ideas on addressing the issue of long-term care.

Date and Time

Wed, Feb 08, 2023

6:00p - 7:30p CST

Location

In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast for out-of-area guests (separate Zoom Link to be sent closer to the event)

N14W23833 Stone Ridge Dr
Ste 350
Waukesha, WI 53188
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PT1H30M
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