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"Return On Life" Workshop

  • Phase Four Financial Solutions 8880 Rio San Diego Drive #325 San Diego, CA, 92108 United States (map)

"Return On Life" Workshop

  • Saturday, October 14, 2017
  • 9:30am  11:30am
  • Phase Four Financial Solutions (map)

How to Get the Best "Return on Life" In Your Retirement

 Presented by Jeff Boyd, CFP, Phase Four Financial Solutions

Retirement is changing, and chances are, your golden years are going to be very different than your parents’ or grandparents’.

Prepare yourself for the challenges and opportunities of the new retirement landscape with this interactive workshop.

We will show you how to get the best retirement possible with the money you have.

Join as we discuss:

●     While investments & sufficient cash flow are essential, retirement is about so much more than just having enough money to retire.  "Return on Life" doesn't get the same attention as "Return on Investment".

●     The implications of "The New Retirementality" – insights from the book by Mitch Anthony

●     The 6 challenges of retirement

●     The 3 questions you must answer before deciding to retire

●     How to balance Vacation and Vocation

●     Will also touch on considerations re: Medicare, Social Security, and other planning issues

Hosted by - Jeff Boyd, CFP

Date - October 14, 2017

Time - 9:30a – 11:30a

Place - 8880 Rio San Diego Dr. Suite 325, San Diego, CA 92108

RSVP - Please RSVP to Jeff Boyd at jeff@phase4fs.com with the number of guests attending by October 13, 2017

There is no cost or obligation for this free educational workshop and no products will be sold

Later Event: November 7
Dave Ramsey's Smart Money