may, 2026

thu07may6:00 pm8:00 pmMastering Retirement 1016:00 pm - 8:00 pm Manchester University- Fort Wayne

Manchester University- Fort Wayne10627 Diebold Rd, Fort Wayne, IN 46845Room 154

Time

(Thursday) 6:00 pm - 8:00 pm

Location

Manchester University- Fort Wayne

10627 Diebold Rd, Fort Wayne, IN 46845

more

Event Details

This Course Will Address The Following Subjects:
• How to recover from the recent market volatility.
• How to conservatively manage risk in retirement.
• The massive impact that fees can have on your retirement accounts.
• The impact that tax law changes will have on your retirement income.
• How to build a truly diversified retirement portfolio.
• How to determine whether Roth conversions will help you.
• RETIREMENT PLANNING – the big picture.
• TAX PLANNING – lowering one of your largest expenses.
• INCOME PLANNING – how to take income in retirement.
• INVESTMENT PLANNING – how to align your investment portfolio with your retirement goals.
• RISK MANAGEMENT – how to mitigate healthcare-related expenses in retirement.
• ESTATE PLANNING – determining how your assets will pass at death.

to RSVP: https://www.myworkshoprsvp.com/cross/ 

 

RSVP to event

Make sure to RSVP to this amazing event!

Please let us know if you can make it to the event.

Yes

OpenSpaces Still Available

Can not make it to this event?Change my RSVP

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact Us

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.

Contact us today to schedule an introductory meeting!

request a 1-on-1 review!

Enter your information to request a complimentary review meeting.

X
X