Adult Center of Prescott - Event Center, Banquet Hall, Meeting Rooms, Conference Center, Weddings in Prescott
 

"7 Critical Mistakes Retirees Make that Jeopardize their Financial Security"

Event Date: Tue Feb 13, 2018

Event Time: 10:00 AM-11:00 AM

FREE SEMINAR by Darren Vilardo, DaVinci Wealth.

Does your “plan” include knowing exactly how much you can spend in retirement and where that income will come from? What about taxes, RMD’s, Social Security maximization, healthcare planning, and low risk portfolio management- hint: it’s not diversification.  Are you paying too much in fees? Do you know what you are paying? Is your “advisor" just a glorified salesperson? 

Sometimes we think having a financial advisor will solve these problems, in fact having the wrong advisor can make the problems worse.  Are you making one of these costly mistakes?

 

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