Baby Boomers Retirement Bust?
How You Can Still Retire in 3-5 Years
A Brown Bag Gourmet and Q&A for Business Owners and Executives
An estimated 60% of Boomers have delayed or plan to delay their retirement. Roll up your sleeves and join us for an open, roundtable discussion about how to get your plan back on track and retire on time. We’ll provide the lunch; you bring your most pressing questions.
Common questions include:
• How much income do I need to retire?
• Will my income be stable and last through retirement?
• How to avoid the top 5 retirement income killers
• How to minimize tax liability in retirement
• Commercial real estate—can it help stabilize your retirement portfolio?
This event is free, but seating is limited to 10, so please RSVP by Friday, November 6 to ttaylor@napavwm.com or
707-963-5096.
Hosted by Napa Valley Wealth Management. With three locations between Napa Valley and the East Bay, we’ve been in business for over 25 years and are proud to work with successful individuals with retirement plans of $500,000 or more.
Kelly Crane, CFP™, is a Registered Principal offering securities and some investment advisory services through Financial Network Investment Corporation, Member SIPC. Napa Valley Wealth Management is not affiliated with Financial Network or ING. CA Insurance License Number 0668025.