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How to Overcome the Five Financial Challenges of Retirement

  • Cost

Topics include:

  • How you can reap the upside of the market without the downside risk, while both your principal and interest are 100 percent guaranteed.
  • Why the advice most investment advisors give to retirees is causing retirees to lose significant income.
  • How to potentially reduce your income taxes with tax planning.
  • How to protect assets and qualify for Medicaid without spending down to the poverty level.
  • How new types of fixed investments are designed to increase your spendable monthly income by as much as 60 percent.

This educational workshop is presented by Glenn Mosseller, president of Roadmap Financial Consulting LLC.

Pre-registration is encouraged, but not required. Call 336-373-4559.

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