Plan Your Confident Retirement

Discover the 3 Critical Steps to Secure Your Financial Future

Retire with Peace of Mind.

Are you approaching retirement and wondering if you’re truly prepared? Join us for a value-packed webinar, "Three Critical Steps to a More Confident Retirement," where you will learn actionable strategies to protect your wealth and create a dependable retirement income plan.

What You’ll Learn:

Recover from Market Losses

Strategies to rebuild your portfolio and minimize risks as you near retirement

Dependable Lifetime Income

How to create a steady income stream that lasts through your retirement.

Portfolio Growth with Reduced Risk

Design a portfolio with growth potential while protecting against market downturns.

Essential Planning Steps:

  • Establish a realistic retirement budget.

  • Make informed social security decisions.

  • Manage income taxes and fees effectively.

Downside Portfolio Protection

Strategies to safeguard your investments from major losses.

Comprehensive Written Plan

Learn how to develop a written retirement plan covering every crucial aspect of retirement.

Reserve your spot now to gain confidence in your retirement planning! This webinar is your opportunity to get expert insights and answers to your most pressing questions.

Why Attend?

  • Expert guidance from seasoned retirement planners.

  • Easy-to-follow steps tailored to individuals nearing retirement.

  • Peace of mind knowing you’ve prepared for all aspects of retirement.

Webinar Speaker:

CDFA®, ChFC®, AIF®

Certified Financial Planner Professional®

Chartered Financial Consultant®

Investment Advisor Representative

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of AZ, NV, and WA.

No offers may be made or accepted from any resident outside the specific states referenced here.

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3rd Floor

Scottsdale, Arizona 85254

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