Jul
23
When: Thursday, Jul 23, 2020, 6:00pm - 7:00pm
Where:

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:

  1. How you can convert your 401k into income
  2. Which one is financially healthier for you? Company annuity or the lump sum

You’ll also answer the following questions:

  1. Will I run out of money?
  2. 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:

  1. The withdrawal options in Social Security
  2. Important features about the AT&T retirement plan and ways to maximize those options
  3. Protected lifetime income and how it can reduce one of the biggest risks that retirees face
  4. 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 

Register for Webinar Replay

Maximize Your Retirement DNA

Register For Webinar Replay

Protected Lifetime Income

Register For Webinar Replay

If you’d like to schedule a 1 on 1 meeting to discuss your personal situation- use the link below to schedule your meeting.

 

Schedule A Personal Meeting

 

Steven Smailes, BFA™, Certified Financial Fiduciary®

President

Financial Advisor

Monarch Wealth & Retirement Strategies

CA#0C71124

(805) 242-4115 office

(805) 341-2789 mobile                                                           

 

[email protected]

www.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.