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DTSTART;TZID=America/New_York:20261110T180000
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CREATED:20261021T214721Z
LAST-MODIFIED:20261021T214721Z
UID:102636-1794333600-1794340800@roseretirement.com
SUMMARY:The Hidden Risks Lurking Inside Otherwise Conservative Retirement Portfolios
DESCRIPTION:Many retirement plans appear sound on the surface but contain structural weaknesses that only become visible in retirement. \nTopics Discussed Include\nIdentify five hidden forces that are eroding your portfolio\nJoin us for a complimentary educational dinner designed to help retirees and pre‑retirees\nunderstand important financial and retirement planning strategies. \n1\nWhy some retirees take more risk than they realize – even in portfolios that appear conservative. \n2\nThe retirement income mistakes that can permanently reduce how much you can spend throughout retirement. \n3\nHow hidden fees and expenses may quietly cost investors thousands of dollars over time. \n4\nThe tax traps that can leave retirees paying more than necessary on their retirement income. \n5\nHow seemingly small planning gaps can compound into major retirement challenges over time. \nPlease 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.
URL:https://roseretirement.com/event/the-hidden-risks-lurking-inside-otherwise-conservative-retirement-portfolios/
LOCATION:Saltgrass-Longview\, 411 E Loop 281\, Ste B\, Longview\, TX\, 75605\, United States
CATEGORIES:Dinner Seminars
ORGANIZER;CN="Andy Taylor":MAILTO:andy@roseretirement.com
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DTSTART;TZID=America/New_York:20261112T180000
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DTSTAMP:20261021T221535Z
CREATED:20261021T214807Z
LAST-MODIFIED:20261021T221535Z
UID:102639-1794506400-1794513600@roseretirement.com
SUMMARY:The Hidden Risks Lurking Inside Otherwise Conservative Retirement Portfolios
DESCRIPTION:Many retirement plans appear sound on the surface but contain structural weaknesses that only become visible in retirement. \nTopics Discussed Include\nIdentify five hidden forces that are eroding your portfolio\nJoin us for a complimentary educational dinner designed to help retirees and pre‑retirees\nunderstand important financial and retirement planning strategies. \n1\nWhy some retirees take more risk than they realize – even in portfolios that appear conservative. \n2\nThe retirement income mistakes that can permanently reduce how much you can spend throughout retirement. \n3\nHow hidden fees and expenses may quietly cost investors thousands of dollars over time. \n4\nThe tax traps that can leave retirees paying more than necessary on their retirement income. \n5\nHow seemingly small planning gaps can compound into major retirement challenges over time. \nPlease 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.
URL:https://roseretirement.com/event/the-hidden-risks-lurking-inside-otherwise-conservative-retirement-portfolios-2/
LOCATION:Saltgrass-Longview\, 411 E Loop 281\, Ste B\, Longview\, TX\, 75605\, United States
CATEGORIES:Dinner Seminars
ORGANIZER;CN="Andy Taylor":MAILTO:andy@roseretirement.com
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