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Virtual Retirement Clinics

30-Minute Retirement Clinics - Retirement Income Planning

Do you understand your retirement income needs? Will your hard-earned savings and investment strategies sustain your life after work? Everyone nearing retirement needs answers to these questions to feel confident about their future.

That’s why we’re hosting live, 30-minute retirement income planning clinics. Join one of our fiduciary advisors – and a few others like yourself – for one of these causal online gatherings. This small-group interactive clinic will help you better understand your current situation and deliver strategies that can help you set a path toward living your best retirement.

We’ll cover:

  • The importance of asset preservation
  • How to calculate your retirement income need
  • Reasonable rates of return
  • Which retirement accounts you should use first
  • Live Q&A sessions to answer your remaining retirement income questions

But to ensure each clinic retains its intimate feel, attendance is extremely limited – so register today to reserve your spot!

 

UPCOMING SESSIONS:

Tuesday, March 2nd, 2021 at 4:00 PM PST (7:00 PM EST)

Tuesday, March 9th, 2021 at 4:00 PM PST (7:00 PM EST)

 

Register now by filling out the form below.

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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 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration. 

4Barron’s 2020 Top 100 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. 

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