NAVIGATING RETIREMENT'S
TWISTS AND TURNS
Fortify your retirement for peace of mind with essential knowledge and strategies.
Our specialized class focuses on the key risks in retirement – market volatility, timing risk, inflation, and the fear of outliving your money. Uncover expert insights and practical tips to mitigate these challenges, helping to provide a more stable and prosperous retirement journey.
What can you expect to learn from this class?
Discover investment options and financial instruments that may buffer against the eroding effects of inflation.
Explore different options on how to navigate and mitigate the risks associated with market volatility.
Learn the art of strategic asset allocation to balance risk and reward in retirement portfolios.
Gain insights into effective timing strategies for optimizing withdrawals and investment decisions.
Delve into strategies designed to address the challenges of increased life expectancy.
Uncover the significance of holistic financial planning in achieving long-term retirement goals.
Navigate The Complexities Of Retirement With Confidence
If you are approaching retirement or are already retired, it's essential to grasp the impact of all the risks you may encounter in your golden years. This understanding might enable you to maximize your income in retirement while deflecting some of the risk.
Arm yourself with invaluable knowledge and proven strategies to fortify your retirement plan, ensuring tranquility in your retirement. Delve into the intricacies of market volatility, sequence of returns, inflation, and the unsettling prospect of longevity. Join us to unlock expert insights and receive actionable tips that will empower you to navigate these challenges effectively, paving the way for a more stable and prosperous retirement.
You're invited to Fullerton College for this informative, no-obligation class focused on Navigating Retirement's Twists and Turns on your choice of EITHER Tuesday, September 17th OR Thursday, September 19th from 6:30 PM – 8:00 PM PT.
The class aims to give you the latest and most comprehensive insights into retirement obstacles and how to navigate them. This includes effective strategies for optimizing your retirement income against market ups and downs, timing risk, increases in cost of living, and the fear of outliving your money. Armed with the knowledge acquired during this class, you'll be better equipped to formulate a successful retirement plan that has the potential to shield you from the complexities in your golden years, ultimately saving you money.
Space is limited. Sign up today!
September
6:30 PM – 8:00 PM PT
September
6:30 PM – 8:00 PM PT
Frequently Asked Questions
The details shared during our class can benefit individuals who have already retired, as well as those nearing or simply wanting to prepare for retirement.
What's the purpose of this class?
This class is 100% educational. Presenters may distribute their business cards or brochures to offer information about their company. Attendees are NOT obligated to interact with the speaker during or after the class.
Paul Lee is a Wealth Advisor at Kingswood Wealth Advisors (“Kingswood”), which is a registered broker-dealer and investment adviser based in Fullerton, California.
Kingswood provides personalized and holistic investment management and financial planning services based on the unique needs and objectives of its clients. Paul is a fiduciary for his clients and works together with them to find the best solutions to meet their goals and risk tolerance.
Paul has over 20 years of experience servicing clients in finance and investment management. As a wealth advisor, he helps clients meet and manage their financial objectives, whether they are in pre-retirement or already in retirement, by balancing risk management and efficient planning.
Paul has dedicated his career to helping clients make better decisions for their future and believes in drawing upon a wide range of resources and strategies to achieve better outcomes. The primary tenant of his practice is to provide exceptional service and unbiased, genuine advice when collaborating with clients.
Paul is a proud father of two daughters and resides in Southern California. He is a graduate of the University of Southern California and enjoys hiking with his family and playing golf in his spare time.