You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Alexander's Steakhouse
111 N Los Robles Ave.
Pasadena, CA 91101
Date and time
Tuesday, May 19th
or
Wednesday, May 20th
at
6:00pm
TOPICS
Rising Inflation
Learn how it's shaping current investment strategies and what you should expect in the future.
Stock Market Volatility
Would a market correction create additional challenges on meeting your planned retirement date.
IRA Withdrawals
How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.
Retirement Income
Will you have enough? Learn strategies to help generate guaranteed income for life.
Stray Retirement Accounts
Left your job but did nothing with your account (401k, 403b,TSP, etc).
Proactive Planning
The most important steps to take NOW before the next bear market hits.
Annuity Owners or Those Considering An Annuity
Discover the benefits and limitations of annuities.
Ridgemont Wealth provides retirement income planning and financial coordination services. All financial decisions should be made in consultation with qualified tax, legal, and financial professionals. Past performance is not indicative of future results. Insurance and annuity products involve risk and may not be suitable for all individuals. Principal protection features refer to specific product characteristics and do not guarantee against all types of loss. Ridgemont Wealth does not provide tax or legal advice. Fiduciary obligation applies where legally required based on the nature of the engagement and applicable regulations.
