Experienced Business Owners Teleseminar: Retirement by Design

  • June 11, 2014
  • 7:00 PM (EDT)
  • June 11, 2017 (EDT)
  • Download

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Retirement by Design
By Julie Gunn
Originally Recorded June 11, 2014

Retirement by Design is a 40-minute presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

Outline:
  • Welcome/Introduction
  • Seminar Overview
  • Your Current Situation
  • Your Vision for Retirement
  • Defining Your Goals
  • Working toward Your Goals
  • Taxes
  • Preparing for the Unexpected
  • Staying on Track
  • Summary/Close
  • Q&A/Thank You
Julie Gunn of Edward Jones has a ten-year financial services tenure, providing responsible investment guidance to hard-working investors and retirees. She focuses on education and practical financial planning for everyday people who need help saving or managing their investment portfolios.

Julie earned a
top 10% customer-service provider designation, the AAMS ® (Accredited Asset Management Specialist) certification, Series 7 license, and life/long-term care insurance credentials within the Edward Jones ranks; she truly enjoys delivering financial workshops to share the possibilities of a sound financial future.

One-hour teleseminar is FREE, is for members only!
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