LIVE on Friday

The Questions Retirees Ask Us Most

Join us as we host this live event. 

Can't make it? A recorded version of the event will be sent to all registrants

 

Friday, May 6 | 11:30AM ET

 

 

 

Join us Friday, May 6, as we host The Questions Retirees Ask Us Most

 

We're covering:

1. Should I really convert to a Roth IRA?

2. Can't I just self-insure for long-term care?

3. Why would I pay someone a fee to manage my money?

4. Should I use an annuity to provide income for my lifetime?

5. Isn't it best to just wait for the market to go back up to put my money in?

6. What's the best way for me to withdraw from my accounts?

 

In addition, we'll host a live Q+A. Can't make it? A recording will be sent to all registrants as soon as the event is over.

 

Hope to see you there.

 

Chris Circle Close

Chris Gervat

Lead Advisor

Patterson PNG Large

Chris Patterson

Lead Advisor, CPA

LIVE on Friday

The Questions Retirees Ask Us Most

Join us as we host this live event. 

Can't make it? A recorded version of the event will be sent to all registrants

 

Friday, May 6 | 11:30AM ET