Investing for Retirement: How to Grow and Protect What You’ve Built

Learn the fundamentals of investing with confidence in retirement—balance risk, protect your nest egg, and make your money grow.

About this Event

Retirement changes the way we think about investing. It’s no longer just about growing your money—it’s about enjoying it without worry, protecting what you’ve built, and making sure it lasts.

This event is built for retirees and those nearing retirement who already understand the basics and want to sharpen their strategy. We’ll look at what goes into a solid retirement portfolio—what we like to see, why it matters, and how to adjust it over time to fit your goals.

We’ll cover:

• How to dial up or dial back your investment risk
• What “fiscally conservative investing” really means today
• How much you should keep invested—and for how long
• Common mistakes retirees make with their portfolios—and the options available today for both lower-risk stability and higher-growth potential
• What today’s market outlook means for retirement investors

If you’re managing your own investments or simply want to be more informed in your conversations with an advisor, this class is designed to give you clarity without the noise.

You’ll come away with clearer insight and practical strategies to help you make the most of what you’ve worked hard to build.

There’s no cost to attend, and no obligation—just straightforward information from professionals who specialize in retirement planning.

Agenda


🕑: 11:00 AM
Welcome & Check-In

Info: Doors open for check-in. Grab a coffee, meet the team, and get settled.

🕑: 11:00 AM
Investing for Retirement: How to Grow and Protect What You’ve Built

Info: • How to balance risk and reward in retirement

• What “fiscally conservative investing” really means today

• Deciding how much to invest—and for how long

• Today’s market outlook and what it means for your plan

• Common portfolio pitfalls—and better options for growth or safety

🕑: 11:30 AM
Q&A

Info: Bring your questions and get real, practical answers.

🕑: 12:00 PM
Lunch & Retiree Social Hour

Info: Enjoy a complimentary lunch with fellow retirees and our team. Relax, meet the team and some of our clients, and just enjoy the company.

Get Tickets