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UPCOMING EVENTS

When: Tuesday, October 24th, 6:30pm

Where: “The Loft” on the 5th floor of the Stueckle Sky Center at Boise State University

1910 University Dr. Boise, ID 83725

Please arrive by 6:15pm. The presentation will begin at 6:30pm.

 Do you have a written retirement plan in place?

 Are your investments in line with your retirement plan?

 Does the success of your retirement plan rely on the market values consistently going up?

 Learn how to create a dependable foundation of income without excessive risk.

 Have you forgotten to plan for health care costs, mortgages, taxes, and estate planning?

 How do you balance growth and safety in your investments, while maintaining adequate liquidity?

 Retirement income: What’s wrong with the 4% rule for withdrawals?

 Do annuities make sense? Learn more about the good, the bad, and the fine print.

 Learn what a comprehensive retirement plan consists of.

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