Running the Retirement Marathon

Going the distance with confidence

When running a marathon, you need to train for a run that lasts 26.2 miles. When preparing for retirement, you may need to accumulate assets that will last 26.2 years. This educational seminar focuses on the changing retirement landscape and the challenges that must be overcome. It is designed to help attendees develop core strengths, avoid injury, and reach the finish line to enjoy a comfortable retirement.

Focus: Accumulators who are saving for retirement
Target Market: 50 to 65

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Presentation

Invitations

Personalized Workbook

Image List

Topics Include

• Calculating how much you will need
• Understanding critical challenges ahead
• Making informed investment decisions
• Reducing exposure to market risk
• Protecting assets from the unexpected
• Avoiding common retirement mistakes
• Basic estate planning tools