Retirement Income Planning Workshop for High-Net-Worth Investors at 5:30 PM

Location

Gregory Ricks & Associates

2800 Veterans Memorial Blvd, Ste 170
Metairie, LA 70002 United States

Directions

Date

August 21

Time

5:30 pm - 6:30 pm

 

Preserve Your Wealth. Plan with Purpose.

Retirement planning for high-net-worth investors comes with unique challenges and opportunities.


Our Retirement Income Planning Workshop provides practical insights to help you navigate these complexities and create a sustainable income strategy.

What You’ll Learn:

              • Optimizing Income Streams: Strategies for balancing diverse income sources like investments, pensions, and Social Security.
              • Advanced Tax Strategies: Explore opportunities for tax-efficient withdrawals and wealth preservation.
              • Risk Mitigation Techniques: Protect your assets while planning for market volatility and inflation.
              • Legacy Considerations: Align your income plan with your long-term wealth transfer goals.

High-net-worth investors need tailored strategies to ensure their retirement plans align with their financial goals and values. This workshop equips you with the tools to make informed decisions and safeguard your financial future.

 

We have limited seating so reserve your spot now!

When: Thursday, November 20 @ 5:30 PM

Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

 

Plan strategically. Retire confidently. Leave a legacy.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

Register For This Event

  • This field is for validation purposes and should be left unchanged.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

Call Now Button