Retirement Roundup: A Quick Tour of Retirement Investing Themes
Presented by Cynthia McLaughlin, Craig Israelsen and Todd Blickenstaff
March 13, 2024 at 6:30 PM EDT on Zoom
Registration is free and open to all!
Register here
About this program:
Retirement today is a lifelong journey, beginning with the “accumulation phase” when we launch our careers, continuing through the “transition phase” as we mature and culminating as we adjust to the “living in retirement phase.”
The AAII New York City Chapter — in collaboration with the AAII Austin, Eastern Michigan, Orange County and Portland Chapters — is hosting a “Retirement Roundup” webinar featuring AAII’s Retirement Investing editor Cynthia McLaughlin, retirement guru Craig Israelsen and AAII Portland Chapter leader Todd Blickenstaff.
Join us as McLaughlin pinpoints the key problems we all face and the AAII tools available to help solve them. Israelsen and Blickenstaff will add their unique perspectives from their roles as financial consultants.
Attend this presentation and learn:
- How to define the major life stages in retirement planning and determine where you fit in
- About using AAII’s model portfolios to choose the best investments for your planning stage
- The advantages of integrating AAII tools into your retirement investing journey
AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations.
There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.