PACK THE RIGHT GEAR, HIRE THE RIGHT GUIDE

   

In a world of complexity, change, globalization, technological change & overabundance of information (including much incorrect information) it is easy to become confused, misinformed and paralyzed.  Learning to simplify the complicated relationship between Wealth Building and Making Your Retirement Dollars Work for you (. . . and Last) will go a long way to giving you confidence and empowering you to scale Your Wealth Summit and enjoy both the ascent and descent safely.

  
RETIREES CAN EXPECT TO LEARN ABOUT:
  • The three functions your money serves in retirement
  • Economic rules of providing income, liquidity and legacy throughout retirement
  • Concepts to help you accomplish
    your retirement objectives
  • How retirement income streams work as the basis for effective & efficient planning today
  • Reasons that your 401(k), IRA, TSP or similar qualified plan alone may not be sufficient to help you reach your retirement goals

WHAT'S THE OBJECTIVE

In order to confidently and successfully scale the summit, you must begin with the end in mind. 

The Ascent (accumulation) and the Descent (distribution) are one continuous expedition.  There are two rates that make up everyone's Retirement Income (both are vital and equally important):

1. Accumulation Rate

2. Distribution Rate

   
BASE CAMP: THE CORNERSTONES FOR A SUCCESSFUL EXPEDITION
  
   

Join us to discover how to coordinate and integrate the cornerstones for maximum achievement.  You'll learn the importance of having the right cornerstones available at all times to employ your ability to create the highest, most secure retirement income streams optimally possible. You deserve the freedeom to focus on living your retirement instead of paying for it.

Pack the Right Gear & hire the Right Guide, who can coach you to chart the right path to scale Your Wealth Summit!

  
STILL LOOKING FORWARD TO RETIRING?
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