RESERVE YOUR SEAT
You’re Invited to an Exclusive Retirement Presentation
There is no cost to attend the dinner, but you must register.
This presentation is designed for retirees and pre-retirees who want to learn how proactive planning around retirement income, Social Security, RMDs, and estate planning may help them keep more of their wealth working for themselves and their families.
Dinner is from to
WILL YOUR RETIREMENT PLAN STAND THE TEST OF TIME?
Join us and discover how a comprehensive retirement strategy and working with specialists can help give you greater confidence and freedom to spend your retirement doing what you love, with the people you love.
About the Presentation
You’ve spent decades working, saving, and preparing for retirement. Now it’s time to make sure your strategy is prepared for the years ahead. Join the retirement specialists at Lord and Richards for an informative dinner designed to address some of the biggest financial concerns facing retirees and those nearing retirement today.
RETIREMENT FREEDOM DINNER PRESENTATION
I. WILL YOUR MONEY LAST?
Discover strategies designed to create dependable retirement income and help reduce the risk of outliving your savings.
II. WHAT HAPPENS WHEN THE MARKET DROPS?
Learn about strategies that may help manage the impact of market declines while staying invested for potential long-term growth.
III. ARE YOU PREPARED FOR RISING HEALTHCARE COSTS?
Explore strategies for addressing healthcare and long-term care expenses without unnecessarily sacrificing the assets you’ve worked hard to build.
IV. CAN MY RETIREMENT KEEP UP WITH INFLATION?
Learn how rising costs could impact your purchasing power—and why your retirement strategy needs to plan for tomorrow, not just today.
V. COULD TAXES CHANGE YOUR RETIREMENT?
Discover how proactive planning around retirement income, Social Security, RMDs, and your estate may help you keep more of your wealth working for you and your family.
WILL YOUR RETIREMENT PLAN STAND THE TEST OF TIME?
Join us and discover how a comprehensive retirement strategy and working with specialists can help give you greater confidence and freedom to spend your retirement doing what you love, with the people you love.
About the Presentation
You’ve spent decades working, saving, and preparing for retirement. Now it’s time to make sure your strategy is prepared for the years ahead. Join the retirement specialists at Lord and Richards for an informative dinner designed to address some of the biggest financial concerns facing retirees and those nearing retirement today.
RESERVE YOUR SEAT
You’re Invited to an Exclusive Dinner Presentation
There is no cost to attend the dinner, but you must register.
This presentation is designed for retirees and pre-retirees who want to learn how proactive planning around retirement income, Social Security, RMDs, and estate planning may help them keep more of their wealth working for themselves and their families.
Dinner is from to
RETIREMENT FREEDOM DINNER PRESENTATION
I. WILL YOUR MONEY LAST?
Discover strategies designed to create dependable retirement income and help reduce the risk of outliving your savings.
II. WHAT HAPPENS WHEN THE MARKET DROPS?
Learn about strategies that may help manage the impact of market declines while staying invested for potential long-term growth.
III. ARE YOU PREPARED FOR RISING HEALTHCARE COSTS?
Explore strategies for addressing healthcare and long-term care expenses without unnecessarily sacrificing the assets you’ve worked hard to build.
IV. CAN MY RETIREMENT KEEP UP WITH INFLATION?
Learn how rising costs could impact your purchasing power—and why your retirement strategy needs to plan for tomorrow, not just today.
V. COULD TAXES CHANGE YOUR RETIREMENT?
Discover how proactive planning around retirement income, Social Security, RMDs, and your estate may help you keep more of your wealth working for you and your family.
Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301
Phone : 805-551-1953
USEFUL Links:
Investment advisory services are offered through Wealth For You Financial, LLC, a Registered Investment Adviser in the states of Michigan, Arizona, and North Carolina. Wealth For You Financial, LLC, Barnett Financial & Tax, Inc., and Barnett Tax Group, LLC are affiliated companies.
Investment Advisory services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Advisor