Financial Wellness: Crisis Proof Your Retirement Accounts

Date Apr 30, 2020
Time 6:00 pm ET
Cost Free
Online
We take a very different approach to retirement planning. We are crisis transition specialists. This is what we do and we are here to help.

Find out why our clients haven't lost any money during this current economic storm. 

Have you been laid off or furloughed? Reduced hours or wages? We will discuss the current relief package (CARES Act) to see if there are any provisions that may help you get through this difficult time.​​​​​​​

Financial experts and economists predict that the markets will be unstable for at least the next few years. We will show you a different approach to asset diversification that includes built in guarantees. 

"Waiting it out" may not be the way to go. Our current finacial crisis is not due to traditional economic reasons; it is due to a health crisis. Something like this hasn't been seen in modern times, if ever. 

It is impossible to predict when company stock values will return to where they were a month ago, even for the biggest companies. Some may never return.

Let's remember that in late 2008 the markets looked like they were recovering after a 29% drop, only to be followed by a 39% drop in early 2009. 

​​​​​​​We know that the true recovery from the 2008 Great Recession didn't start until March of 2009. And it didn’t happen right away. We had to get through a lot of uncertainty and emotion, in addition to a lot of blown up hedge funds, bond downgrades, and bankruptcies.

The first step to making necessary changes is education. Let us help you with this first step.
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