June 18, 2022 In-Person Chapter Meeting & Webinar

7 Risks in the Retirement Red-Zone

Richard Hill
President, Compass Financial Group

Most recent studies show that the average American is ill-prepared for retirement and highly anxious about his/her ability to retire. In this workshop, we’ll discuss eight “pitfalls” that many pre-retirees and retires face when planning for their retirement. These risks are missed by many but must be addressed in any effective planning scenario. More than just naming the risk, this workshop will offer options to address them in your retirement plan.

Attend This Meeting and Learn:

  • What the seven retirement “pitfalls” are
  • What is included in effective retirement planning
  • What options there are to address the risks

Meeting Details:

Date: Saturday, June 18, 2022

Time: 10:00 a.m. ET (mix and mingle starts at 9:15)

Location: Cary Senior Center, 120 Maury O’Dell Pl, Cary, NC 27513

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

Because of high levels of COVID cases, we ask that you wear a mask during the entire meeting.

If you have COVID-like symptoms, please join us virtually.

About Our Speaker:

No one can be good at everything. The financial industry is full of generalists that are pretty good at a lot of things; investments, insurance, college planning, etc. Richard Hill of the Compass Financial Group has spent the last three decades honing his expertise in one thing—helping professionals transition into retirement and designing a plan to help them stay there. Hill doesn’t dabble in retirement planning, it’s what he does. This focus has allowed him to develop a specialization in the things that matter to retirees such as risk management, Social Security optimization and retirement income strategies. Hill has been doing this through recessions and booming economies, bear markets and stock market bubbles. Hill has conducted numerous private and public seminars each year on all topics of retirement.

Discover more from American Association of Individual Investors, Research Triangle Chapter

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