Lunch and Learn: 5 Ways to Maximize Income in Retirement

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

      Date

      Wednesday - November 9th, 2016

      Time

      12:00 p.m.

      Map

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