A Free Classroom Course Teaching the Foundations for a Sound Retirement
This course has been designed to develop an essential knowledge of the working principles of building a conservative retirement plan for those facing or already in retirement. In 2 consecutive classes we will cover various aspects of retirement planning to increase your awareness of the overall risks associated with longevity, income, retirement preservation and pertinent financial decisions.
This comprehensive course addresses difficult retirement decisions such as Income Planning, Social Security Maximization and pitfalls to avoid. You will learn how to minimize risk and volatility in your portfolio and preserve capital by using financial tools to help you better understand risk, taxes, budgeting and estate planning.
"We found this course to be very interesting & thought provoking – wish we had gone to this earlier." - Ken & Irene L.
What You Will Learn?
Who Should Attend?
Presenter: Rob Brinkman
Presenter: Dan Reens
Rob Brinkman is the Founder of Safe Harbour Retirement, LLC and has been an Investment Analyst for 31 years He studied Business & Finance at the University of Missouri and has an Executive MBA from Harvard University.
Formerly, Rob was a Registered Principal and Senior Vice President for one of the largest Investment/ Insurance companies in the industry. For the past decade Rob has been focusing on tax and money management issues particularly germane to business owners and the high net-worth.
Dan Reens is a Investment Advisor Representative with Horter Investment Management, LLC. He has been the Chief Operating Officer for three companies and has over 25 years’ experience in business management and the finance industry.
Dan specializes in retirement and college financial planning and focuses on putting the client’s best interest first. Dan graduated with a degree in Economics from Boston University.
THIS IS A FREE EDUCATIONAL COURSE!
Two ways to Register:
or Call 888-796-6811
Preregistration is required.
Saturday, June 9
9:00 am - 1:00 pm
CANISIUS HALL - ROOM CNS 304
1073 N Benson Rd,
Fairfield, CT 06824