|Date:||August 16, 2016|
|Event:||7 Critical Mistakes Retirees make and How to Avoid Them|
|Topic:||7 Critical Mistakes Retirees Make and How to Avoid Them|
|Venue:||StoneRidge Country Club Clubhouse|
|Location:||1601 North Blufftop Drive
Prescott Valley, AZ 86314
|Registration:||Click here to register.|
|More Info:||Click here for more information.|
Join Darren Vilardo of DaVinci Wealth for a FREE and informative workshop highlighting the 7 critical financial mistakes retirees make and how to avoid them.
- Too much portfolio risk- How to quickly and easily evaluate all the positions in your portfolio.
- Not aware of fees and expenses – How to find out exactly all the costs you are paying, both directly and indirectly.
- Not guaranteeing basic income needs – how to protect your lifestyle against market downturns.
- No tax strategy – How to reduce taxes paid on Social Security benefits and put more money pocket.
- No RMD strategy – How to satisfy RMD requirements without putting your retirement lifestyle at risk.
These are just a few of the issues Darren will be highlighting, along with usable solutions and strategies to help you avoid some of these costly mistakes.
Retirement is an area of specialty, mistakes are costly.
What you don’t know can hurt you, and you don’t know what you don’t know!
We promise if you invest an hour of your time, you will leave knowing more than you knew!
You will get real, actionable solutions, not a sales pitch!