Discover the strategies your current financial advisor may have never mentioned, in one free evening with Ph.D. economist Dr. Harold Wong.
Wednesday, October 21 at 6:00 PM
Pyle Adult Recreation Center (Globe Room), Tempe
This workshop has already taken place. Watch for the next date.
Only 40 seats are available, and registration closes when the room is full.
Your Host
Tax Advisor and Financial Educator
Dr. Wong earned his Ph.D. in Economics at UC Berkeley and passed the National CPA Exam in 1979. For more than four decades he has taught retirees, CPAs, and attorneys how taxes, income, and investment risk fit together, and he writes a money column for Arizona newspapers.
What You'll Learn
We start by separating the spending that has to be covered every month from the spending that can flex, then look at which sources can actually cover it.
You'll see how withdrawal rates, inflation, and a longer life than expected change how many years your money has to cover.
A market decline is temporary, but withdrawals made during a decline can be permanent. We'll show how the order of returns changes the outcome.
Many retirees who describe themselves as conservative still hold most of their savings in market-linked accounts, and owning many funds isn't always the same as being diversified.
The age you claim sets your monthly benefit for life, and it also shapes the survivor benefit the second spouse would live on.
Dr. Wong will calculate the 20 to 35 year cost of staying the course, so the decision rests on numbers instead of guesses.