What The Wealthy Do Differently - Online Retirement Workshop
10,000 baby boomers are turning 65 each day. What does this drain of money from the market mean for your retirement?
The What the Wealthy Do Differently Seminar Series is providing a free online educational workshop and dinner for investors age 50 and up with at least $250,000 in their portfolios.
You will learn:
- 4 investor headwinds that make it difficult to get ahead in today’s market.
- How to guard your portfolio from the next market crash.
- How to build a customized retirement program with stable income streams.
- 5 rules from the world’s greatest investors almost everyone can use.
Thursday, May 10 @ 12:00 PM PDT
Nothing will be sold during this online workshop and there is no cost or obligation.
Hosted by Ian Maxwell of Reviresco Wealth Advisory.
For questions specific to this seminar,
please contact Ian at: Ian.email@example.com
About Your Instructor: Ian Maxwell
Ian is known for his ability to clearly articulate important investing issues, giving investors valuable-actionable lessons on how to improve their financial situation. Ian focuses on showing investors how to improve their quality of life by developing innovative solutions that help them reconsider how to best achieve long-term wealth. Ian’s ultimate goal is to show investors how successful retirement outcomes are absolutely dependent on having a responsive living financial plan in place. He emphasizes this by reminding people, “Your financial plan is the benchmark.”
Ian is the founder and CEO of Reviresco Wealth Advisory, an Independent Fee-Based Fiduciary firm based in San Diego. The firm leverages its independence to research unique ways to manage clients’ investment risk without sacrificing returns. Ian uses an educational approach to teach investors how to reduce investment fees, how to control tax-brackets in retirement and how to maximize legacy to loved ones.
Ian is a former Del Mar Lifeguard, a graduate of Williams College, a former Officer in the United States Marine Corps, and has lived in the greater San Diego area since 1983. Advisory Services offered through Retirement Wealth Advisors, an SEC Registered Investment Advisor.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Reviresco Wealth Advisory and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.