Why You Should Beta-Test Your Retirement Plan Prior to Launch

“Am I saving enough money?”

“How should I be allocating my savings dollars today to provide for numerous retirement options?

“Am I on pace to maintain or potentially enhance my lifestyle in retirement?”

Join experts from Liquidity Partners on June 4 if you are saving for retirement and have asked yourself any of the above questions.

As you think ahead to retirement, it’s important to recognize that the actions you take — or don’t take —
today can have a significant impact on your future retirement income. Attend this informative seminar to learn how to create guaranteed income streams that support your retirement vision and help ensure you don’t outlive your retirement assets. Lunch is included.

Key take-aways that attendees will learn:

1) Why understanding how retirement income is created is the basis for today’s efficient planning.
2) Why your 401(k) and Social Security are not likely to be sufficient for you to meet your retirement goals.
3) Concepts to help you accomplish your retirement objectives.
4) Complimentary Social Security Optimization Report available on request.

Who Should Attend:
This information is valuable to anyone who is saving for retirement.

About the Presenters:
Paul Harding & John Pruitt will discuss the latest thought leadership in the field of retirement income planning.

Paul Harding educates business owners and their employees how to develop quantifiable plans to prepare for their financial futures during and after their working lives. Over the past 13 years, he and his team has developed a retirement income planning practice that supports the peer-reviewed research based onactuarial science.

John Pruitt is an entrepreneur in the risk management and advanced planning field and has more than 37 years of experience in taking a global strategic understanding of how to protect, allocate, and move assets in a maximally efficient manner. John became fascinated with the retirement income field five years ago and is obsessed with understanding the developing statistical science of how money behaves in a retirement income environment.

About Liquidity Partners:
Retirement income strategies has now emerged as a distinct field in the financial services profession. Liquidity Partners is dedicated to understanding the current research and providing education on this field. Our financial lives consist of both our working and retirement years. Our retirement strategies practice focuses on both legs of that journey, wealth accumulation and wealth distribution, and the three functions of money in retirement: Income, Liquidity, Legacy. Efficient retirement income solutions can be achieved by careful efforts to combine various financial instruments into an overall retirement income strategy. Investments alone do not necessarily create an efficient plan.