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Complimentary Educational Dinner Event: Understanding Different Retirement Strategies

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13455 Maxella Blvd. #230, Marina del Rey, CA 90232

Choose The Date That Works Best For You:

Waitlist Only
Wednesday
July 8th
6:00 PM

Waitlist Only:
Thursday
July 9th
6:00 PM

Please Arrive by 5:45 PM

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Today's retirees face challenges that previous generations didn't:

  • Market volatility and uncertainty
  • Rising costs and persistent inflation
  • Questions about future taxes
  • Concerns about outliving retirement savings
  • Global events that can impact investment accounts overnight

If you're retired or planning to retire soon, now may be the time to learn about strategies that can help reduce uncertainty and create greater confidence in retirement.

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During This Complimentary Dinner Event, You'll Learn:

Managing Retirement During Uncertain Times

  • How market volatility may affect retirement income
  • Why many retirees are reevaluating their risk exposure
  • Strategies designed to help protect a portion of retirement savings from market downturns*

Creating Reliable Retirement Income

  • Approaches for generating income throughout retirement
  • Balancing growth opportunities with protection strategies
  • Ways to help reduce the fear of running out of money

Addressing Inflation & Rising Costs

  • The impact inflation can have on retirement plans
  • Income strategies designed to help keep pace with rising expenses
  • Common retirement strategy mistakes to avoid

Legacy & Estate Considerations

  • Efficient ways to pass assets to loved ones
  • Beneficiary planning considerations
  • Important conversations every family should have
Enjoy a delicious meal while gaining valuable retirement education in a relaxed, no-pressure environment.

SEATS ARE LIMITED.

Space is limited and advance registration is required. We look forward to seeing you there.

Registration is now closed. Please call us with any questions! 310-997-2505

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Our Company

Contact Info

*Guarantees are backed by the claims-paying ability of the issuing insurance company. This is an educational event. No products will be sold at the seminar.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Pamala Henderson, CA Insurance Lic. #OH30144, HI Insurance Lic. #519438, AZ Insurance Lic. #16136952, WA Insurance Lic. #943565, FL Insurance Lic. #W727217/PHD Financial & Insurance Services, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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