Financial Workshops
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With the Stock Markets at all Time Highs, What Could Possibly Go Wrong?
With the stock markets at all-time highs, the question is: What comes next? More importantly, what could possibly go wrong? Join me, Al Gonzalez, AIF®, CPFA®, for a 90 min. training focused on risk mitigation strategies to protect your portfolio and your lifestyle from the next inevitable downturn in the markets.
Tuesday Oct 7 6:00-7:30pm
Location: CL&L
Fee: $20
Instructor: Al Gonzalez
RETIRING? LAID OFF? CHANGING JOBS? EARLY OUT PACKAGE?
The decisions you make now could determine your financial destiny and affect the rest of your life. At this retirement Workshop, we'll discuss:
How new tax laws could impact your retirement.
How to take early retirement prior to age 59 ½ without penalties.
Annuity vs. Lump Sum distributions; Pros and Cons.
How to roll your retirement account to a Self-Directed IRA: Step by Step.
Ways to use Stocks, Bonds, Mutual Funds and ETFs to maximize your 401k and IRAs.
Tuesday Oct 21 6:00-7:30pm
Location: CL & L
Fee: $20
Instructor: Al Gonzalez