Are you done chasing the stock market
and fed up with low interest rates?
At our informative dinner events, learn the steps that others are taking in this economy to help preserve and protect their hard-earned money from risks like inflation, taxation, and the possibility of a bad stock market. Learn where to obtain potentially higher yield today in this low interest rate environment.
Now, more than ever, it is important to re-examine your current retirement and financial plan. With recent economic events affecting millions of people across the country, many are discovering the true impact to their retirement dreams and legacy. Let us educate you on strategies for potentially increasing return, lowering or eliminating risk, or potentially reducing taxation on your income.
At our events discussion topics include:
- Market Loss Risk – How can you offset market losses quickly and safely?
- Market Volatility Risk – How might you reduce market volatility and still invest for g a growth and stability?
- Tax Risk – Are there investment strategies that could reduce your future tax burden?
- Longevity Risk – How can you create stable, predictable income for life?
- Medical Expense Risk – How will you pay for the growing cost of health related qservices?
- Inflation Risk – How much purchasing power do you stand to lose in the next 5,10,15 aiyears?
About your speaker:
Mark Kennedy, President of Kennedy Wealth Management LLC, a Registered Investment Advisor in Calabasas, CA, has educated thousands of retirees, small business owners and people nearing retirement on strategies they may use to preserve and enhance their wealth throughout retirement. He has been a featured media resource and has appeared on CBS, ABC, Fox Business and heard on KRLA AM 870 as the host of his own retirement talk show.