Prepare Investing During Retirement – Davidson, NC - The Prepare Institute: Preparing Americans for Retirement

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Prepare Investing During Retirement – Davidson, NC

October 1, 2019 @ 6:00 pm - 8:00 pm


Advanced Registration is Required.

Increasing political tensions, dramatic world events, and ever-changing market conditions make wise investment decisions more important than ever. Our tuition free class will focus on tools and strategies to help you invest properly before and during retirement.

This class is designed to help retirees and pre-retirees learn how to:

* Generate a consistent income stream in retirement
* Position your investments for protection against taxes and Inflation
* Create a retirement oriented, low volatility portfolio
* Determine if the advice you are receiving is really in your best interest
* Use planning strategies that can help offset dramatic losses in the market
* Avoid the two biggest mistakes Investment Advisers make when designing plans for their clients


October 1, 2019
6:00 pm - 8:00 pm


Davidson College
N Main Street
Davidson, NC 28035 United States
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Course Instructor
Shawn P. Lee
Phone Number