Posts Tagged ‘Sequence of Returns’
The William Penn Inn October 24th
Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner Seminars to learn about your…
Read MoreThe Bay Pony Inn October 12th
Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!
Read MoreRPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers
Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato, founder of Quaker Wealth Management…
Read MoreThe Buck Hotel October 4th
Don’t Let Political Uncertainty Effect Your Retirement! The Buck Hotel – Feasterville, PA October 4, 2017 Tonight was a very interactive night with our audience at The Buck Hotel in Feasterville, PA! Preparing for Retirement? Have questions about what your next steps should be? We offer free consultations and information on what the best holistic plan…
Read MoreCock N’ Bull Event September 21st
Don’t Let Uncertainty Effect Your Retirement! Cock N Bull – New Hope, PA September 21, 2017 We had a great group tonight at our “Don’t Let Uncertainty Effect Your Retirement!” Dinner Seminar at the Cock N’ Bull in New Hope, PA! Are you interested in learning more about how to prepare for #Retirement? Want information on your options…
Read MoreWell-known IRA expert, Ed Slott delivers tax-saving strategies at Client Event
Blue Bell, Pa., August 9, 2017 – Ed Slott, author and host of PBS special, “Ed Slott’s Retirement Road Map” recently spoke to over 300 attendees at an educational event hosted by local Firm – Retirement Prosperity Group. Slott delivered a seminar titled, “Your Plan, NOT the Government Plan – Move Your Retirement Funds from…
Read MoreLongevity Risk – Precise Solutions
We are all living longer today, which is terrific – if you planned for it. However those of us who are retired or nearing retirement face 7 key retirement risks and living longer is the overarching risk, it is a risk multiplier because it compounds the other risks faced in retirement. For example if you retire at…
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