Over the past 15 years, Summit Financial Partners has been dedicated to educating people in our community on how to use their money to achieve their life goals in retirement and beyond. Over the years, many clients have asked us for an easy way to introduce us to people they know and care about. This dinner is the perfect opportunity to bring a friend and enjoy a nice evening on us. Simply invite a friend, colleague, neighbor, or family member who is retirement age (someone not living in your household) to join you, and you both get the opportunity to have a fun and informative night out. Spouses are also encouraged to attend.
Planning Techniques Being Discussed:
– Market volatility – How do you help protect your retirement from another downturn?
– Will you outlive your retirement savings? (3 out of 5 of today’s retirees will).