The New Reality in Our Retirement

This free class is for anyone who is serious about creating a more secure retirement in our "New Reality." Whether you're thinking about, approaching, or are already in retirement, it's critical to know the major threats you face and the right strategies to help protect AND maximize your hard-earned savings.

Where?
The Brownwood Hotel and Spa
3003 Brownwood Blvd
The Villages, FL 32163

When?
Tuesday, February 27 @ 3 PM
OR
Thursday, February 29 @ 3 PM

Register Here

"Helpful in mapping out a useful and pragmatic retirement strategy and in making investment recommendations... Would highly recommend."

—George S.

"I rarely leave reviews, but I'm impressed... very impressive market knowledge, results driven, and caring.

—Matt & Erin J.

"...very helpful, professional and knowledgeable... didn’t try to sell me something I didn’t need. Highly recommended."

—Andrew M.

"...gave me a wealth of information regarding investing and helped me to understand what I should do... I definitely recommend them based on their courteous professionalism and knowledge.

—Charlie P.

Planning for retirement is complex.

You probably have a lot of questions and concerns if you're in or near retirement.
  • How much can I spend in retirement?
  • What should I do with my investments during market volatility?
  • Am I taking too much risk with my investments?
  • What fees might be eating into my retirement fund that I'm unaware of?
  • How can I reduce taxes and keep more of my nest egg?

Here's what you'll learn.

01

Why following conventional financial wisdom can prove detrimental.

02

How the fiscal health of the country may affect your retirement.

03

Strategies for reducing taxes and maximizing retirement.

04

Strategies to avoid losing money in large market declines.

Your Instructor

Talon Wealth CEO, Mike Lester, talks to millions of Americans each day on the radio about how they can guard their nest egg. As a veteran fiduciary financial advisor with decades of experience, he's passionate about helping good people find success in retirement.

Listen or watch here.

Register Now