Webinar on Retirement Planning Best Practices with Interactive Live Q&A

by | Oct 2, 2023 | Qualified Retirement Plan | 34 comments

Webinar on Retirement Planning Best Practices with Interactive Live Q&A




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In this webinar, Lance Roberts & his team from Real Investment Advisors (Danny Ratliff & Richard Russo) provide an in-depth presentation of success strategies for retirement planning. They also field Q&A from the live audience….(read more)


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retirement planning Best Practices Webinar + Live Q&A: A Comprehensive Guide to Securing Your Future

retirement planning is an essential aspect of ensuring a comfortable and fulfilling post-work life. However, it can be a complex and overwhelming process, especially if you are unsure where to start or what strategies to implement. To address these concerns, a retirement planning Best Practices Webinar + Live Q&A session has been organized to provide you with valuable insights and expert advice on securing your future.

The webinar is structured to guide participants through the various stages of retirement planning, starting from the basics and progressing towards more advanced strategies. It aims to educate attendees on essential practices that will help them achieve financial security and enjoy a stress-free retirement.

During the webinar, participants will have the opportunity to learn from industry experts who possess years of experience in retirement planning. These professionals will share their knowledge on topics such as investment strategies, savings management, tax planning, and social security benefits.

One of the key advantages of attending this webinar is the live Q&A session, where attendees can interact with the experts directly. This allows for personalized guidance and the opportunity to address specific concerns related to retirement planning. Whether you are seeking recommendations for investment options, understanding the impact of inflation on your savings, or seeking advice on healthcare planning, the Q&A session is an excellent opportunity to get specific and tailored information.

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The retirement planning Best Practices Webinar + Live Q&A also focuses on the importance of setting realistic retirement goals and creating a comprehensive plan to achieve them. Understanding your current financial situation, projecting your future expenses, and building a diversified investment portfolio are some of the key areas that will be covered during the webinar. By adopting these best practices, individuals can minimize uncertainty and make informed decisions that will positively impact their retirement years.

Additionally, the webinar will shed light on often overlooked aspects of retirement planning, such as estate planning and legacy considerations. While the immediate focus may be on the accumulation of wealth, the importance of planning for the transfer of assets and ensuring a smooth transition cannot be overstated. This webinar will touch upon these critical topics, allowing participants to gain a holistic understanding of retirement planning.

retirement planning is not a one-time event; it is an ongoing process that requires periodic assessment and adjustments. The goal of this webinar is to equip attendees with the knowledge and tools needed to stay on track towards their retirement objectives. By learning from experts in the field and engaging in the live Q&A, participants will gain the confidence and clarity required to make informed decisions throughout their retirement journey.

In conclusion, the retirement planning Best Practices Webinar + Live Q&A offers an invaluable opportunity to learn from industry experts, interact with professionals, and gain essential insights to secure your future. Whether retirement is imminent or a distant goal, attending this webinar will provide you with the necessary knowledge and resources to navigate the complexities of retirement planning. Don’t miss this chance to enhance your financial literacy and make the most of your retirement years.

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34 Comments

  1. javier guzman

    I don't hear much discussion about a Roth account if one is married and filing separately. Are there ways to get around and actually have Roth accounts. For example, can I do a conversion (pre-tax to Roth ira), Can I do backdoor Roth? Can I do a transfer from pre-tax employee ira to Roth account at 59-1/2?

  2. Rose Fisher

    Watching from Oakton Virginia Washington DC metro area

  3. Glenn

    Watching from Melbourne Australia

  4. Walter Ski

    Best detailed retirement content I have seen, thank you! Only wish you would have warned be more be careful of the fine print in insurance products

  5. bill stephens

    If you have adequate cash flow, there is no need for a reverse Mortgage.

  6. Alan Hunt

    The first 30 mins of this video is waffle. How can anyone plan their life aspirations if they simple don’t know how much they have to spend. You start with how much you have then you tell your kids and wife they can all have new cars, used cars or nothing.

  7. Robert Pajkovski

    Wow you guys totally misrepresent the buy and hold strategy – either by ignorance or by intention.

  8. charles fentules

    buy Gov. bonds ? get paid with fiat money worth what ?

  9. Dan Klein

    Confusion is what Financial planners do. Wake Up People. Do Your Own Research and STOP Listening to these so called experts.

  10. JulieAnimus

    How do I block this channel – it’s EVERYWHERE in my feed.

  11. Ghia Chiel

    I wish my boss where so mellow when he got hit like he did!

  12. Venue Top

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  15. JustAnotherJarhead

    this was epic, thank you, it will help the hundreds of disabled veterans on my discord server.

  16. Angela Rasmussen

    This was so beneficial! More please.

  17. Margaret Chitty

    Always enjoy your show. From Jurien Bay Western Australia.

  18. David Foresto

    Big ups to everyone working effortlessly trying to earn a living while building wealth. I’m 50 and my wife 44 we are both retired with over $3 million in net worth and no debts. Currently living smart and frugal with our money. Saving and investing lifestyle made it possible for us this early even till now we earn monthly through passive income.
    Thanks to fire movement. ///

  19. David Spears

    A lot of gems in here

  20. Just_I L

    Rosso is full of shit!!! Men die within 5 years of retirement. Retire as soon as you can! Learn how to live. Useless talk!!

  21. maplegingko

    None of you seem to understand the system is being imploded intentionally by the elites. WEF. Davos. UN. Etc

  22. maplegingko

    4% a year? Basically treating grown adults like ten year olds long after you die, all because you didn’t raise them to be mature adults. Generating long term irritation?

  23. maplegingko

    Peak inflation? No

  24. maplegingko

    Retirement is a 20th century concept. Keep working! 3 generation households! Grow your own food! Reduce reliance on government and don’t rely on your silly savings either. It’s going up in flames. Get skills. Get some grit.

  25. Liivi Plumkvist

    So difficult system. Here, in europa you pay income tax to government and get return free healthcare and government pension.

  26. Paul Glenn

    If the conference was all Lance and his team it is worth the admission

  27. Anthony McAllister

    This channel is getting better and better. Best ever.

  28. Cushite Calisthenics

    So, should I stop making my 15% contributions to my 401 and 457 at work and just save my cash??

  29. TyroneSayWTF

    Very beneficial interview with Mary Beth – confirming the wisdom of my own social security withdrawal plans, i.e. wait until age 70 – if at all possible

  30. D Dixon

    What if I'm living overseas and can't use medicare, is there an exception to penalties for not signing up for something I can't use?

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