About SafeMoney Seminars

safe money seminarsAre you searching for information on how you can enjoy a financially secure retirement? SafeMoney.com is pleased to invite you (and a guest) to a local educational workshop or seminar event.

Please join us in a relaxed setting to interact with a SafeMoney.com independent financial professional. They will present some helpful information and show how you can plan for a secure and peaceful retirement. Depending on your event, you may be served a complimentary dinner as part of attendance.

You will walk away from the event with the knowledge and tools that will empower you to develop your own success plan for retirement. Continuing support for your retirement goals and concerns will be available from the presenter and their team thereafter, if you so choose.

safe money seminarsLet’s face it. We all want the same thing in retirement: security and peace of mind. To achieve that goal, the mantra is: Keep it simple. Keep it real.

Every retiree needs to be asking and getting good answers for dealing with these fundamentally important retirement questions.

Keep it simple means work hard as long as you can or want, save and invest as much as you can into a diverse portfolio of retirement assets, and understand every retirement asset you own.

Keep it real means be honest and realistic about your current and future financial resources, and develop a long-term plan instead of guessing and hoping.

The presenting financial professional will talk about the merits of early and regular planning, and will address six (6) key questions that underpin a secure and successful retirement.

Getting Answers to the Key Questions

  • How long will I live?
  • Will I have enough money to last through retirement and cover all contingencies?
  • How do I account for inflation?
  • How do I account for taxes?
  • How much risk should I take in the public stock market?
  • What are my options to provide guaranteed monthly cash-flow regardless of the ups and downs of the stock market?

Your presenting financial professional will give you the answers you need to navigate the retirement you have always dreamed about. But wait, there is more!

Seminar Follow-up

safe money seminarsAfter the seminar, you have the option to request a no-obligation review meeting with the presenter. This first meeting is to talk about your situation, your concerns, and your personal goals that you hope to achieve. It is available at no cost to you.

Your financial professional will review the (a) retirement plans you have put in place so far, (b) a high-level lookover of your accumulated retirement assets to date, and (c) your retirement wish-list ideas for the future.

After the first meeting, if you decide that working with the SafeMoney.com independent financial professional will help you accomplish your goals, they will create a personalized “retirement assessment report” that will include key go-forward recommendations tailored to your situation.

Work Hard, Save A Lot, Plan Ahead

We hope you can join us at the next local event. No matter where you are along the retirement spectrum and how much wealth you have accumulated, your retirement plan for tomorrow can start today. 

All the best from SafeMoney.com, and remember:

Keep it simple. Keep it real. Retirement Made Safe.

If you would like to request more information about a seminar or workshop event near you — or if you wish to request an event — please contact us at 877.476.9723. We look forward to serving you!

or reach directly to a Safe Money Advisor 

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