Broker Check
05 May
2021 Market Update and the 5 Risks of Retirement


We will discuss impacts of Covid 19 on the markets and what to consider.

 We will also discuss the following:

 Tax law changes in IRA distributions, New long term care solutions, Discussing the 5 risks of retirement  longevity, point in time, portfolio design, inflation and health care costs.

Other topics include; changes to social security rules; favorable tax treatment of  company stock in retirement plans and how to potentially create tax free income in retirement .

Date and Time

Wed, May 05, 2021

6:30p - 8:00p EST




Event Registration