Retirement Planning with Purpose Seminar

5 Questions to Answer When Planning for Retirement

Are you 55+? Do you own your own home or business? Would you like to retire in the next five
years? If you answered YES to any of these questions, then please join us as our experienced advisors
discuss five questions you should be asking as you prepare for retirement.

Questions answered will include:

How much money do I need for retirement?
Are my investments protected properly?
How do I plan for taxes in retirement?

Date: May 18, 2023
Location: The Eden Resort
Time: 7:30-9 a.m.

Continental Breakfast Included

More Information

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Are you currently working with a wealth advisor?

Yes

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Financial Advisor is a Registered Representative of and offers securities through Securities America Inc., Member FINRA/SIPC. Financial advisory services are offered through Securities America Advisors Inc. Bare Financial Services, Inc. dba Bare Wealth Advisors and the Securities America companies are independently owned.