Financial security doesn't just happen.
There are certain things that go on in everyone’s life, we live, we work, we pay taxes, and we die. And aging, taxes, retiring, and death are not topics on the top of most people’s conversation lists. However, these things are all unavoidable so by planning ahead the hope is you will be set up for a more practical, independent life. This white paper reviews some ideas that can help you to plan for retirement and take advantage of opportunities that you may not be aware of.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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