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RETIREMENT EDUCATION WORKSHOPS

Find out where the next ILG Financial Retirement Strategies workshop is taking place in your area. These workshops are for adults age 50+ with $250,000 or more in investable assets. Click on the events listed below to learn more about each event.

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Due to recent events, we will now be hosting a complimentary webinar event. The date and time will be the same however, now you will be able to watch the seminar from your devices at home.  See below for more information on how to attend!

Click HERE to attend.

Meeting ID: 197 191 507
Password: 724046

To call in, please use one of these numbers below, based on your location, or click HERE to find your local number.

+1-929-6099 (New York)
+1-312-626-6799 (Chicago)
+1-301-715-8592 (US)
+1-346-248-7799 (Houston)
+1-669-900-6833 (San Jose)
+1-253-215-8782 (US) 

Important Event Topics:

  • The SECURE Act (for You) – RMDs Age Changed to 72… Is it time to revisit your retirement income strategy?
  • The SECURE Act (for Your Heirs) – Stretch IRA Opportunities are Reduced… How will this impact your loved ones?
  • Global Events – How will political and economic events shape your financial returns in the future?
  • Retirement Savings – How much money will you need to save so that you don’t run out?
  • Estate Planning – Are your legal documents in order? What happens if they’re not?
  • Social Security – How can you maximize your benefits and protect your spouse?
  • Longevity Risks – At what age will you likely need assisted care and how much will it likely cost?
  • Taxes – What are the best strategies for reducing taxes on your retirement savings and investments?
  • Retirement Income – How much money can you take each year? How does that change if the markets decline?
  • The Markets – Will your retirement income come up short if the markets drop sometime during your retirement?

IMPORTANT NOTES: Your reservation is NOT confirmed until speaking with an ILG Financial team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed for individuals with a minimum of $250,000 in investable assets.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.