April 2018 Chapter Meeting

Re-Engineering Retirement

Richard Hill 
President, Compass Financial Group
[email protected] 

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, April 14 at 10:00AM
$5 at the door for everyone. No advanced reservations.

While most of us look forward to retirement, many enter this phase of their lives without a thorough understanding of the special needs and unique financial challenges that retirees face. For those who are unprepared, retirement can be far more stressful than enjoyable. In this presentation, Richard Hill will lay the groundwork for a successful transition into your “Golden Years,” help you determine if you’re on “on track” and provide the basic framework for structuring your retirement income plan.

Attend This Meeting and Learn

• How to determine your “retirement readiness,” develop a retirement strategy and begin transitioning from accumulation to income
• The three levels of expenses and seven sources of potential income in retirement
• Five strategies to consider if the numbers aren’t adding up

About our Speaker

Richard Hill is the Founder and President of Compass Financial Group, LLC. He has over twenty five years of experience in the wealth management and financial planning arena, joining the financial industry in 1989 after serving in the U.S. Army. He previously served as vice-president at a Citigroup subsidiary where he advised individual and institutional clients in the critical areas of investment management, retirement income planning, risk management and estate planning.

He established Compass Financial Group with the goal of providing comprehensive planning, independent advice and best-in-class investments while unencumbered by corporate affiliations and proprietary products.

Mr. Hill holds the following FINRA securities registrations:  Series 6, 7, 24, 26, 63 and 65.  He can offer invest products and service to residents of: AL, CA, FL, GA, IN, KY, LA, MD, MI, NC, NY, OH, PA, SC and VA. Fee-based investment advisory services available to residents of: NC and LA. Financial Planning offered through LPL Financial, a Registered Investment Advisor.