Monarch Wealth & Retirement Strategies
Monarch Wealth & Retirement Strategies will be hosting an educational online webinar to help show you the real secret to financial success in retirement. The webinar will include a review of several retirement income plans that detail how you can replace your current paycheck.
When:
July 23rd at 6pm – Register Here
In this webinar you’ll learn:
- How you can convert your 401k into income
- Which one is financially healthier for you? Company annuity or the lump sum
You’ll also answer the following questions:
- Will I run out of money?
- Do I have to keep working? (The answer usually surprises our clients)
July 23rd at 6pm – Register Here
In addition, we are providing access to Monarch Wealth University- an educational webinar series for AT&T employees designed to show them the foundational planning pieces of building a retirement paycheck so they can retire with peace of mind and maintain their standard of living.
This educational series will consist of 4 webinars.
In these webinars you’ll learn:
- The withdrawal options in Social Security
- Important features about the AT&T retirement plan and ways to maximize those options
- Protected lifetime income and how it can reduce one of the biggest risks that retirees face
- How to build a portfolio that reduces the second biggest risk retirees face, generates income and builds wealth for you and your family over the long term.
Build a Foundation by being Social Security Savvy
Maximize Your Retirement DNA
Protected Lifetime Income
If you’d like to schedule a 1 on 1 meeting to discuss your personal situation- use the link below to schedule your meeting.
Steven Smailes, BFA™, Certified Financial Fiduciary®
President
Financial Advisor
Monarch Wealth & Retirement Strategies
CA#0C71124
(805) 242-4115 office
(805) 341-2789 mobile
steven.smailes@monarchwealth.com
NOTE: CWA Local 9423 has contacted multiple vendors to set up financial planning meetings. The choice of a financial planner is a personal one. CWA Local 9423 is providing these meetings as a resource to the membership and not as an endorsement of one financial planning group over another.