UPCOMING EVENTS

Retirement Income Planning: Safe Withdrawal Rates

FREE Webinar:

Retirement Income Planning: Safe Withdrawal Rates

Tuesday, March 30th, 10:00 am PST

Location: Webinar

Join me as we discuss retirement income planning, specifically how much money you can spend in retirement without worrying about dying broke! We’ll explore the “save withdrawal rate” including the 4% Rule, we’ll analyze how retirees historically planned their retirement income and how it did—or didn’t—work for them, and finally, we’ll touch on some adjustments to your safe withdrawal rate that may allow you to spend more in retirement!
Investing During A Bear Market

FREE Webinar:

Bear Markets: What You Must Know To Survive & Thrive

Tuesday, April 27th 10am PST

Location: Webinar

It’s easy to ride a bull market up! Not so easy to navigate a bear market, let alone use a bear market to actually thrive! I’ll shed some light on 3 things you should do before a bear market hits and 5 things you should avoid doing at all costs.