Join us to learn strageties that will create peace of mind and prepare you for retirement or continue to enjoy your current retirement.
Learn why it is important to know:
These events are geared toward learning about topics that are important to you, including investment management, retirement solutions, legacy building and Extended Care funding strategies.
Allen?s presentations are known for being informative and entertaining
Presenter Bio: Allen Freeman is a Certified Financial Planner? Certified in Long Term Care®and Certified Divorce Financial Analyst®. His financial planning practice has quickly become a leading resource for retirees over age 55 in the lowcountry. Allen has expertise and extensive knowledge in the Retirement Income Planning and Long-term care funding strategies and legacy planning.
- What is your portfolio Risk? Why should it matter?
- How does portfolio risk affect your future cashflow?
- How stable is your retirement income?
- How to increase the probability of not depleting your retirement assets!
- Why consider having a Long-Term care plan in place. If not - then what!
- Get the facts - you decide the next steps!