Investing For Your Retirement

10/05/2019
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8:30 am - 4:00 pm CST
HyVee Meeting Room
555 S. 51st St.
West Des Moines, Iowa 50265
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Cost: $60.00 (Includes Lunch)

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Reservations begin August 1 through Eventbrite.  SEATING IS LIMITED.
Lunch is included with registration.

 

Description

Join BetterInvesting's Heartland Chapter for a day of classes from Christi Powell, CFP and popular BetterInvesting instructor.
Christi Powell, CFP®, has been a BetterInvesting member since 2000.  A former BIVA Board member, she is a member of BI’s Speaker’s Bureau. She is an alumnus of the University of Oklahoma, with a Bachelor’s Degree in Dental Hygiene.  After investing personally for thirty years, Christi became a Certified Financial Planner in 2007 and is the owner of a registered investment advisory firm specializing in retirement and estate planning.

The theme for the day is 'Investing for Retirement', and we'll explore a wide range of topics to consider as you plan for and enter retirement.
 

Building Cash Flow in Retirement -

·       If you think learning to invest is a challenge, just wait until you start spending down your portfolio. Where are you going to get the income you need? What pitfalls do you need to avoid and where can you count on a smoother ride? There are a lot of tools in the retirement toolbox that you can use to retire comfortably and then stay comfortably retired.

Building a Retirement Paycheck -

·       We will explore some of the advantages and disadvantages of using a Home Equity Conversion Mortgage (HECM) and annuities in retirement. Do they have a role, and how might you use these products? From a fee-only adviser (no insurance license) you might get a different perspective on these intriguing tools.

Top 10 Estate Planning Mistakes -

·       Many estate problems can be easily fixed. Some don't cost a dime. If you don't want to cause family and maybe money problems when you die, you should attend this class. We will discuss ten of the most important things you should do to simplify settling your estate. Death is the one thing we know is going to happen to all of us, but it does not have to be a disaster.

Finding a Financial Planner -

·       A Financial Planner can help you sort through the myriad of ideas and options to create a plan that is unique to you. Follow these five steps to find a Financial Planner to assist in your plans for your retirement.

The day includes lunch. Chapter directors will talk about the stocks they're studying now. Seating is limited!
To view Christi's complete Bio click here

 


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