The Retirement Minefield

January 20, 2022 to

Please join us for The Retirement Minefield on Thursday, January 20th at 5:30pm, presented by James Verbonitz, the Director of Transamerica’s Advanced Markets Group. James will provide an overview of the many complexities of retirement income planning and how to avoid common IRA mistakes.

This workshop will be a webinar offered virtually, and a link will be sent to all confirmed guests two days prior to the workshop.

We will also host a small virtual viewing party at our office with food & beverage service. Seating is very limited so please be sure to RSVP early so we can save you a spot.

The workshop will begin promptly at 5:30pm so please be online (or at our office) by 5:15pm.
Please RSVP by January 14th to Colleen Osland at 520-495-2800 or colleen@schulzfinancialgroup.com

 

 

The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, legal, or financial advice or guidance. Please consult your personal independent advisors for answers to your specific questions. James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial or Schulz Financial Group.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.