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.

 

retirement couple

Find out what these folks know and avoid costly retirement mistakes!

 

  • 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!

Date: August 16, 2016
Time: 10:00 am
Event: 7 Critical Mistakes Retirees make and How to Avoid Them
Topic: 7 Critical Mistakes Retirees Make and How to Avoid Them
Sponsor: DaVinci Wealth
(928) 237-3411
Venue: StoneRidge Country Club Clubhouse
Location: 1601 North Blufftop Drive
Prescott Valley, AZ 86314
Public: Public
Registration: Click here to register.
More Info: Click here for more information.

3 Common Misconceptions About Retirement Planning – Forbes

Many Americans, through no fault of their own, simply cannot save for retirement. The financial strains and limited opportunities for some people really make saving money for the future almost impossible as each day is a financial struggle. In fact, this is exactly why the United States needs systems like […] Source: 3 Common Misconceptions […]

davinci wealth retirement planning and investment management in Prescott AZ

Darren Vilardo earns Certified Annuity Specialist (CAS) designation

Certified Annuity Specialist (CAS)

DaVinci Wealth in Prescott, Arizona is proud to announce its founder and Primary Financial Advisor, Darren Vilardo has earned the Certified Annuity Specialist designation from the Institute of Business and Finance. Well over a million people provide annuity advice; less than 1% of them have earned the CAS® designation. A Certified Annuity Specialist® (CAS®) is […]

Annuity ownership increases retirement confidence

Owning an annuity contributes to increased confidence in retirement security

  Owning an annuity contributes to increased confidence in retirement security. This is according to an article titled “A Key to Retirement Security,” which is based on a study that looked at annuity knowledge, attitudes and ownership that appears in the LIMRA Secure Retirement Institute Review, Improving Retirement One Step at a Time, showing that […]