FAQs

Our Derisking Retirement Seminars and Educational Workshops are best suited for individuals approaching or in retirement with $500,000+ in investable assets seeking:

• Professional guidance on retirement planning.
• Strategies to protect wealth and secure financial security.
• Tax-efficient solutions to minimize tax burdens.
• A personalized income plan for a comfortable retirement.

The event is designed to give you the knowledge and tools you need to feel confident about your retirement. We will cover topics designed to help you reach your retirement goals:

• Tax planning for the long term: how to minimize your tax burden in retirement.
• Planning your income to make your money last throughout retirement.
• Strategies to mitigate market fluctuations.
• Solutions to common retirement challenges.

And to best address your specific situation in a private setting, you will be offered the opportunity to schedule a no-cost, no-obligation follow-up meeting with a member of our team.

• Goal Power: Financial planners help you define and achieve your financial goals, from planning a secure retirement to saving for a house.
• Retirement Roadmap: Together you will chart your course to a secure future. Estimate needs, build income strategies, choose investment accounts, and align them with your goals and risk tolerance.
• Investment Smarts: They guide you in choosing the right investments, diversifying your portfolio, and keeping it on track.
• Financial Safety Net: They identify and manage risks, help you minimize your long-term taxes, and navigate the complexities of estate planning.
• Your Financial Coach: They provide ongoing support, keep you accountable, and empower you with financial knowledge. You gain a professional that is deeply familiar with your personal situation to consult with so you can make informed financial decisions.

• Yes, a Q&A session will be held after the presentation. Additionally, free Derisking Your Retirement consultations are offered for personalized advice.

• Yes, the seminar will cover investment concepts like stocks, bonds, and mutual funds, explore common issues clients experience when dealing with different investment types, and offer some strategies to overcome them.

• Schedule a free Derisking Your Retirement consultation to chat with one of our financial experts. They can discuss your specific situation and offer personalized advice.

Educational Workshops last approximately 2 hours and do not include dinner.
Derisking Retirement Seminars will last approximately 2 hours. The seminar schedule goes as follows:

• 6:00-6:15 PM: Guest arrival and check-in.
• 6:15 PM: Seating and dinner order placement.
• 6:30 PM: Educational presentation begins.
• 7:30 PM: Following the discussion, dinner will be served.

To ensure we have something everyone enjoys, we offer a selection of complimentary main courses including a:

• Flavorful chicken dish
• Succulent steak option
• Fresh fish entree
• Satisfying vegetarian option

Please arrive promptly between 6:00 and 6:15, we will take your order right before the presentation starts.

• Call 888-227-7162 or email consultation@mcadamfa.com.