Welcome to the Financial Fireside Chat
Unlock the Secrets to a Secure and
Prosperous Retirement
Welcome to the Financial Fireside Chat
Unlock the Secrets to a Secure and Prosperous Retirement
Join us for an exclusive evening with industry experts, as we dive into the transformative strategies of Tax-Free Retirement Accounts, Self-Funded Pensions, and Risk Removal from Your Retirement. This enlightening session is designed to arm you with the knowledge and tools necessary to ensure a financially stable and worry-free retirement.
Watch this video to discover more
Why You Should Attend
Expert Insights
Learn directly from financial leaders with decades of experience in retirement planning.
Tailored Strategies
Discover how to implement a Tax-Free Retirement Account and create your own self-funded pension.
Risk Management
Understand the techniques to eliminate uncertainties and safeguard your retirement funds.
Why You Should Attend:
Expert Insights
Learn directly from financial leaders with decades of experience in retirement planning.
Tailored Strategies
Discover how to implement a Tax-Free Retirement Account and create your own self-funded pension.
Risk Management
Understand the techniques to eliminate uncertainties and safeguard your retirement funds.
Previous Event Highlights
About Bill
Meet the Financial Expert: Insights, Experience, and Expertise
Bill Walters is a seasoned financial advisor with over 30 years of experience in wealth management and retirement planning. With a degree in finance and a passion for helping individuals achieve their financial goals, Bill has dedicated his career to mastering the art of wealth accumulation and preservation. His expertise encompasses a broad range of financial disciplines, including investment strategy, tax planning, and estate management. Bill's approach is holistic, focusing on maximizing wealth while minimizing risk, ensuring his clients can look forward to a financially secure and prosperous future.
What they say about Bill
Amberly Shreve
Bill is a wealth of knowledge and genuinely has the best interest of his clients. I'm so grateful to know him and see him thrive in his business. If you're looking for a different approach to finance and a secure future, Bill is your man! So blessed to call him friend!
Murray Ansell
I had the pleasure of having a long and deep conversation with Bill this week. He is a wonderful man to know who comes from his heart and is genuinely interested in providing valuable referrals to his business associates. I highly recommend Bill if you're looking for a trusted referral partner.
Anne Sullivan
Bill has a very personalized approach to financial planning, and he truly cares about his clients. His unique strategies will help you build confidence in your financial future. I highly recommend you contact Bill to see how he can help you and your family.
Zak Clayton
William puts his heart into helping those differently abled. He has had a lifetime of experience on how to better the lives of those who may be struggling and helping them, and those around them make sure they are set for a life time. William has joined Community Pay it Forward making every job that comes in more than just a purchase.
What You Will Learn:
Benefits of Tax-Free Retirement Accounts
Tax-Free Retirement Accounts (TFRA) are a cornerstone for a secure retirement, allowing you to grow your investments without the burden of taxes on your gains. In this session, we will delve into:
Tax Benefits: Understand how contributions, growth, and withdrawals can be tax-free, offering you a significant advantage over traditional retirement accounts.
Investment Flexibility: Explore the variety of investment options available within TFRAs that allow you to tailor your portfolio to your risk tolerance and financial goals.
Long-term Savings Growth: Learn how the compound interest of a TFRA can enhance your retirement savings substantially over time, providing you more control over your financial future.
Building Your Self-Funded Pension
Creating a self-funded pension means taking charge of your retirement by building a personalized fund that fits your lifestyle and needs. This part of the chat will cover:
Income Planning: Strategies to structure your investments to provide steady, predictable income throughout your retirement years.
Asset Allocation: Tips on how to allocate assets to generate optimal yields while maintaining a balance to sustain your pension fund long-term.
Sustainability Practices: Insight into managing and adjusting your pension over time to ensure it continues to meet your financial needs as you age.
Eliminating Retirement Risks
Securing your retirement funds against risks is crucial for a stress-free retirement. This segment will focus on:
Risk Assessment: Learn to identify potential risks to your retirement funds, including market volatility, inflation, and unforeseen expenses.
Diversification Strategies: Techniques to diversify your investment portfolio to minimize risks and stabilize returns.
Protective Measures: Discover financial products and strategies that can protect your retirement income from economic downturns and market fluctuations, ensuring peace of mind.
Secure Your Spot Now!
Spaces are limited. Register today to reserve your seat and transform the way you think about retirement.
Date: January 29
Time: 7 PM EST
Location: Zoom (Online)
Registration Fee: FREE
Email: [email protected]
Site: perfectlyimperfectfamilies.com
