FREE WEBINAR FOR PRE-RETIREES & RETIREES LOOKING FOR FINANCIAL CERTAINTY

Learn How to Avoid the Retirement Income Crisis...

A Step-by-Step Recovery Guide to Getting Your Retirement Back on Track

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FREE Webinar! What You'll Learn:

  • How to best transform overexposed assets into a protected income stream that's guaranteed for life
  • How to get up to 77% more income out of your Social Security benefits
  • The #1 risk in retirement that can decimate your savings (and how you can eliminate it altogether)
  • The RIGHT way to manage distributions so you avoid paying excessive income taxes
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FREE WEBINAR

No cost, no obligation

ON-DEMAND VIDEO

Watch at your own pace

PRESENTED BY

Jennifer Jost, CDFA®, CMC®

Your Retirement Savings Plan Made Simple

LESSON #1

The #1 reason why retirees are running out of money.

Wall Street and the big banking companies have been conditioning you to believe in an outdated way to save for retirement.

LESSON #2

The three ways to create protected lifetime income.

Studies have shown that retirees who secure a base level of guaranteed lifetime income live happier lives.

LESSON #3

Here’s a 5-step retirement roadmap that works.

Discover the step-by-step process our clients are using to spend confidently in retirement REGARDLESS of the economy.

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This video is available on-demand and you have access to it once you complete the form.

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Disclosure

The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

This event is neither sponsored nor endorsed by the Online - Zoom.Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or replicate its previous historical performance.

Contact Us

Diamond Life Planning

Charlotte, NC

Ph: (925)260-9228
Em: jj@diamondlifeplanning.com
https://www.diamondlifeplanning.com/