AAII Baltimore Investment Education Chapter |
DATE:
Brooklyn Park Library Branch
1 East 11th
Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Retirement Income Planning
PRESENTATION OVERVIEW:
The number one fear retirees have is running out of money. Going back to
work after retiring should not be part of any retirement plan. You spent
years in accumulation mode, but retirement requires a change of mindset
that focuses on making your nest egg last the rest of your life. We will
show you how to create a steady reliable stream of income using an
income portfolio; how an annuity may be a solution (contrary to Ken
Fisher's and Suze Orman's disdain for them); and perhaps most important,
why taking systematic withdrawals from your equity portfolio could be a
disaster during retirement. We will discuss various retirement income
sources and the strings attached, the potential fees involved, and the
risks associated with each.
ATTEND THIS MEETING TO LEARN:
1.
Retirement income planning requires a change of mindset from "growth at
any cost" to protect, preserve, and distribute.
2.Having a plan in
place can help ensure that you don't run out of retirement money during
your lifetime.
3.Retirement is too short to spend it worrying about
the stock market.
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Michael Canet
Managing Director Prostatis Financial
www.thesavvyinvestortv.com
Michael Canet attended law school at the Catholic University of America. He earned his LLM in taxation from the University of Baltimore. He is a founding member of Prostatis Financial Advisors Group, with four offices covering Baltimore, Washington, and Northern Virginia. Michael is the host of The Savvy Investor, a nationally recognized financial planning radio show on WCBM and WRC. He is the author of two Amazon #1 books, Surviving the Perfect Storm and SuccessOnomics with Steve Forbes. In 2011, the governor appointed Michael to the State Board of Individual Tax Preparers as a state regulator. He currently sits on the Board of Vino Scholastico, a fundraising division of the Scholarship Foundation at Howard Community College.
Charge/Fee:
$5 per person and per guest with pre-registration
before December 7th
$7 per
person and per guest with pre-registration after December 7th
$10 per person at-the-door if you are not pre-registered
CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.
Copyright 2016 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.