The Hidden Risks Lurking Inside Otherwise Conservative Retirement Portfolios

Many retirement plans appear sound on the surface but contain structural weaknesses that only become visible in retirement.

Topics Discussed Include
Identify five hidden forces that are eroding your portfolio
Join us for a complimentary educational dinner designed to help retirees and pre‑retirees
understand important financial and retirement planning strategies.

1
Why some retirees take more risk than they realize – even in portfolios that appear conservative.

2
The retirement income mistakes that can permanently reduce how much you can spend throughout retirement.

3
How hidden fees and expenses may quietly cost investors thousands of dollars over time.

4
The tax traps that can leave retirees paying more than necessary on their retirement income.

5
How seemingly small planning gaps can compound into major retirement challenges over time.

Please arrive by 5:50 PM to make your menu selection as the program begins promptly at 6:00 PM. Your dinner is complimentary, and you are welcome to bring a guest — no pressure, and nothing is sold at the event. Reservations are subject to confirmation by a representative from Rose Wealth.