Learn to Withdraw Up to 7% Sustainable Income Throughout Retirement!
Your money manager or stock broker doesn’t get it!
- They’re still running off of broken models like Modern Portfolio Theory and Asset Allocation that were were developed in 1952, with entirely different financial conditions than we have today!
- The 4% Rule for spending your portfolio in retirement was developed in 1994 when bonds were paying 8%!!
They have not updated their models and they have no idea how to guarantee you’ll be spending sustainably throughout retirement. And if they’re wrong, -you’ll find out alright, when you’re 80!
So join me at the Financial Learning Lounge here in Ventura on Thursday evening April 11 for hors d’oeuvres at 6:30p and a live workshop and demonstration at 7:00pm on exactly how you can safely draw out up to 7% per year from your portfolio, and guarantee you’ll never run out of retirement funding.
Nothing will be sold to you at this event!
But IF YOU ARE:
Between the ages of 50 and 80 in Ventura County
You believe you’ve calculated how to get TO retirement — but not specifically and precisely how you will get THROUGH retirement for 20-30 years.
Then you need to make it to this live workshop and demonstration in Ventura Thursday evening.
You’ve saved your money. You don’t have to live like a pauper now.
The 4% withdrawal rule is now the 2% rule, and if you have $1million saved, you’re only supposed to take $20,000 a year out. That’s nuts!
I’ll show you how to take $70,000 or more and never look back!
Included in the cost of this seminar, a $19.95 Value!
Created by original 3-Mentors co-founder and financial professional David Gaylor, Income Allocation represents a new primary wealth preservation and distribution strategy for retirees and pre-retirees with the potential to generate a retiree’s anticipated income needs in retirement, without requiring their entire portfolio to do so.
Not only can Income Allocation help reduce the financial stress from retirement, it can potentially secure a regular, reliable income — regardless of how financial markets perform or how long the retirement lasts.