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Rick Durkee & The Coastal Financial Planning Group Present

RETHINK RETIREMENT

A 2-day educational workshop for adults, ages 50-65

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LIVE @ The Coastal Financial Planning Group Retirement Learning Center

Tuesday, July 13 and Thursday, July 15, @ 6 PM

RETIREMENT TODAY IS DIFFERENT

FROM PREVIOUS GENERATIONS!

Topics Covered

Help You Make Informed Decisions For Your Retirement 

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Protect against longevity risk and outliving your retirement income.

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Explore Your Social Security income options to avoid potentially losing thousands in unclaimed benefits.

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Reduce taxes in retirement to keep more of what you’ve earned

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Mitigate rising medical costs in retirement.

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Protect your legacy by avoiding some of the most common estate planning mistakes.

Join us at

Limited Seating

Available

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YOUR PRESENTER

Rick Durkee will be facilitating this Rethink Retirement Course. Rick has sought to help many retirement-minded people in the Charleston Lowcountry area plan for retirement. He has provided information so they could make informed decisions and find money “falling through the cracks” in their planning so they could re-direct those dollars to people and things they care about. 


Rick holds the Series 65 license. He seeks to educate retirement-minded individuals through a “process of discovery” of financial planning with the goal of helping our students and prospective clients to determine what is in their best interest when making retirement's most critical financial decisions.

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Can't Make It To the LIVE Class?

Take it ONLINE!

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It's Convenient

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Complete the Course on Your Time

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Learn in the Comfort of Your Own Home

WHY JOIN US

This educational course is designed to equip today’s Baby Boomer with information on how retirement today is different from previous generations.

 

The curriculum is engaging and in a classroom setting with your peers, which means you might learn more just from questions asked by your peers. A variety of topics will be covered including:

  • Estate Preservation Strategies

  • Risk Management

  • Determining Budget Needs

  • Reducing Taxes in Retirement

Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. This presentation is designed to provide general information on the subjects covered and is not intended to provide legal or tax advice. You are encouraged to consult your tax advisor or attorney.


Awards, rankings, ratings, and/or recognition by unaffiliated rating services and/or publications including without limitation from the “Better Business Bureau,” and other organizations: are not indicative of future performance or investment success and should not be construed by a client or prospective client as a guarantee that such client will experience a certain level of results.