Enroll Now!

Navigating Retirement Transition

With recent economic events affecting millions of people across the country, many are discovering the true impact to their retirement dreams and legacy. Join us to learn the steps that others are taking in this economy to help preserve and protect their hard earned money from threats like inflation, taxation, and the possibility of a bad stock market.

road of retirementWe will discuss:

  • Main St. over Wall St. -- An Independent Perspective on your Plan
     
  • Creating a Tax-Efficient Distribution Strategy
     
  • Measuring Inflation given Health Care Costs & Commodity Prices
     
  • Looking for protection in a 401(k) Plan
     
  • Reasons to Rollover--and  NOT to Rollover--your Company Plan to IRA
     
  • 3 Greatest Risks of Retirement Transition
     
  • What's Working Now -- Tested Strategies

 

 

NO Cost – NO Obligation – NO products will be offered or sold.

Reservations Required .  Sea    S.          Seating is Limited.

Turesd

When: Thursday, February 23, 2012 - 6:30pm
Where: Lark Creek Walnut Creek
1360 Locust Street
Walnut Creek, CA 94596
Host: J. Vitucci Financial Services
Phone: (510) 526-2220
Directions:   Street parking available.
Enroll Now!

Navigating Retirement Transition

With recent economic events affecting millions of people across the country, many are discovering the true impact to their retirement dreams and legacy. Join us to learn the steps that others are taking in this economy to help preserve and protect their hard earned money from threats like inflation, taxation, and the possibility of a bad stock market.

road of retirementWe will discuss:

  • Main St. over Wall St. -- An Independent Perspective on your Plan
     
  • Creating a Tax-Efficient Distribution Strategy
     
  • Measuring Inflation given Health Care Costs & Commodity Prices
     
  • Looking for protection in a 401(k) Plan
     
  • Reasons to Rollover--and  NOT to Rollover--your Company Plan to IRA
     
  • 3 Greatest Risks of Retirement Transition
     
  • What's Working Now -- Tested Strategies

 

 

NO Cost – NO Obligation – NO products will be offered or sold.

Reservations Required .  Sea    S.          Seating is Limited.

Turesd

When: Tuesday, February 28, 2012 - 6:30pm
Where: Lark Creek Walnut Creek
1360 Locust Street
Walnut Creek, CA 94596
Host: J. Vitucci Financial Services
Phone: (510) 526-2220
Directions:   Street parking available.
Enroll Now!

Navigating Retirement Transition

Navigating Retirement Transition: What's Working Now?

Client Education Workshop Series

Retirement Income may be the most difficult financial issue to plan for.  Volatility in investment markets complicates the matter.

The years approaching retirement, as well as the early years in retirement are critical for managing your savings and mitigating future risks.  Decisions in these years can be key to achieving your goals.

Discussion Topics Include:

  • The Shift from Accumulation to Protection
  • Retirement Account Repair Strategies
  • Positioning Assets for Consistent Income and Protection
  • The “Cost” of Rising Income Tax
  • Using Long-term Care Insurance to protect retirement assets
  • Ideas for mitigating the risks of Longevity, the Cost of a Major Medical Event, and Retiring in a Down Market

We will discuss strategies that are working in today's environment. 

Bring Your Questions & Concerns!

When: Saturday, March 3, 2012 - 10:00am
Where: Kensington Office

303 Arlington Ave., Suite B3
Kensington, CA 94707
Host: Jason Vitucci & Susan Bass
Phone: (510) 526-2220 ext. 108
Enroll Now!

Navigating Retirement Transition

Navigating Retirement Transition: What's Working Now?

Client Education Workshop Series

Retirement Income may be the most difficult financial issue to plan for.  Volatility in investment markets complicates the matter.

The years approaching retirement, as well as the early years in retirement are critical for managing your savings and mitigating future risks.  Decisions in these years can be key to achieving your goals.

Discussion Topics Include:

  • The Shift from Accumulation to Protection
  • Retirement Account Repair Strategies
  • Positioning Assets for Consistent Income and Protection
  • The “Cost” of Rising Income Tax
  • Using Long-term Care Insurance to protect retirement assets
  • Ideas for mitigating the risks of Longevity, the Cost of a Major Medical Event, and Retiring in a Down Market

We will discuss strategies that are working in today's environment. 

Bring Your Questions & Concerns!

When: Saturday, March 10, 2012 - 10:00am
Where: Pleasant Hill Office

380 Civic Dr., Suite 200
Pleasant Hill, CA 94523
Host: Jason Vitucci & Susan Bass
Phone: (510) 526-2220 ext. 108