INVESTING for a SUCCESSFUL RETIREMENT A Conservative Approach to Planning for Retirement This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances. Investing for a Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees.You will learn strategies that seek to maximize income from your retirement investments, Social Security, and other assets. You’ll also learn smart investing techniques around market volatility and erosion due to inflation and the possible cost of long-term healthcare.Your registration fee includes a comprehensive seminar workbook and a Retirement Planning template that will help you develop your retirement budget and a written inventory of your assets, income, Social Security, and pension benefits. Who Should Attend? This workshop is designed for individuals and couples who are near retirement or already retired. Younger couples and individuals, who are interested in learning the retirement planning and investing process are also welcome and will get a solid foundation for strategies to deal with savings and investing. Upcoming Courses Fall 2021 Brighton - Begins October 19thPenfield - Begins October 20thVictor - Begins October 21stWinter 2022 Brighton - Begins January 19thPenfield - Begins January 20thVictor - Begins January 21stRegistration links will be posted when available. Please contact us with questions. Questions This Workshop Will Answer Questions Like: Can I retire now?Can I achieve my retirement goals?Can I improve the performance of my portfolio?Can I protect my assets from the effects of a market crash?Stocks, bonds, mutual funds, annuities – how much of each and why? SESSION 1Living Well in Retirement How much money will you need? Where will it come from?Fixed Income and cash flow planningAlternative investments SESSION 2Retirement Income Planning Maximizing your Social Security benefits401(k) Rollovers, IRAs, Roth IRAsUsing Annuities for income SESSION 3Managing Your Investments Equity investingAsset allocation and diversificationMutual funds and money managers SESSION 4Protecting Your Assets and Transitioning Your Estate Medicare & long term care costsIssues in estate planningImplementing the plan Next StepsWhat happens when you complete our retirement course?Well, to start you will have a well thought out financial template with which you can take the next steps toward your retirement success. In our last session we go over your template, in other words, we grade your homework, to make sure that you are on the right track.From that point, together we can take off and start implementing your plan. All Grover Financial clients take part in our 4-step process for building and implementing retirement and wealth management strategies because we believe that people who are working a financial plan achieve their goals and people who are merely working a portfolio don’t.* Contact us today to start investing for in your financial future! Your Retirement Lifestyle Workbook This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. It’s a good idea to gather as much of this information as possible before you start filling in the workbook. Click to Access Your Free Copy! * There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.