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Finally! A presentation that can help you retire better from the convenience of your couch!
For the first time, ever, we’re hosting a live, FREE online event specifically created for successful savers.
From the comfort of your home, you can learn advanced strategies and approaches to money and retirement that we give to our clients who have saved well. This includes:
We understand that just because you’ve saved well, doesn’t mean you don’t worry about money.
What you learn from Retirement Income Strategies for the Successful Saver could help your money last over a 30-plus year retirement.
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Scott Hanson is a co-founder and senior partner at Allworth Financial. A nationally recognized authority on financial topics, he was named to Barron’s list of the Top 100 Independent Wealth Advisors in America for six consecutive years,2 and has been listed as one of the 25 most influential people in the financial services industry nationwide.✢ For more than 20 years, Scott has co-hosted Allworth’s Money Matters, one of the longest running financial topic radio programs in the country. A regular contributor to CNBC, Kiplinger’s, and other national media outlets, Scott is the author of three books, including 2016’s, “Personal Decision Points: 7 Steps to Your Ideal Retirement Transition.”
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 01/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $8 billion in total assets under management and administration.
4Barron’s 2019 Top 50 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.