Retirement & Wealth Management Planning
Presentation
During his presentation, James will cover the differences between the accumulation phase and the distribution phase of your retirement assets. He’ll address if you haven’t saved enough and which vehicles are still available to save money for high net worth individuals. He talk about retirement strategies and those you can implement for staff or loved ones if they are behind the savings curve.
He’ll discuss the pitfalls in the distribution phase of retirement and how many people are not prepared for the change from accumulating wealth to receiving that wealth in retirement.
He’ll calm your fears and address the issues surrounding a changing landscape for future retirees. More importantly he’ll help build you a road map to navigate a successful retirement safe, smart, and secure in the knowledge of a plan in place.
Contact information
Hall of Fame Financial
Cathy Gumbiner
Phone: 952-693-1463