Lunch and Learn: 5 Ways to Maximize Income in Retirement

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Join our Lunch & Learn on Wednesday, November 9th from 12:00 p.m. to 1:00 p.m. to learn about five ways to maximize your income in retirement. Guests are welcome. Lunch will be provided. You don’t want to miss this one!

  1. Social Security – What is the optimal time to turn on Social Security benefits?
  2. Inflation – How could inflation impact your retirement income and how can you hedge your portfolio?
  3. Annuities – Is there a place in your portfolio for annuities and guaranteed income?*
  4. Tax-Free Income – Which investment vehicles offer the potential of tax-free income in retirement?
  5. Home Health Care & Long Term Care – How can you leverage your assets against rising health care costs?
    1. Venue

      Bayntree Wealth Advisors
      6720 N. Scottsdale Rd., Ste. 340, Scottsdale, AZ 85253


      Wednesday - November 9th, 2016


      12:00 p.m.


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