OneSource Wealth Management’s Post

🚨 ATTENTION RETIREES & PRE-RETIREES 🚨 📅 FREE Retirement Planning Workshop & Dinner - October 2nd! 💼 Don’t let crushing inflation, taxes, and regulation wipe out your retirement savings! Join us for "Legacy Wealth Generator", a complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory in Roseville. ✅ Protect and grow your retirement savings during these challenging and uncertain times. Learn valuable retirement asset protection and enhanced income strategies to minimize risk and maximize income—whether you're nearing retirement or already enjoying it. 🎤 Leading the discussion will be OneSource Wealth Management’s John Scambray and Giuseppe Visconti. 📝 YOU WILL LEARN: Retirement Asset Protection Enhanced Income Strategies Get answers to your most pressing questions: 💡 How can you reduce your risk? 📈 How can you increase your income? 📊 What are the best ways to maximize asset growth? 💼 What investments should you consider for 2024? 📉 Are your investments inflation-proof? 💵 Are your retirement assets or income down? 📅 Join us on Wednesday, October 2, 2024, from 6:00 PM to 7:30 PM 🍽️ Register here for this FREE DINNER event at Old Spaghetti Factory in Roseville: 🔗 https://bit.ly/3z65T9w 📆 One-click add this event to your digital calendar: 🔗 https://evt.to/eedmmshgw

TOMORROW EVENING! ATTENTION RETIREES & PRE-RETIREES! FREE Retirement Planning Workshop & Dinner May 29th Don't Let Crushing Inflation, Taxes, and Regulation Wipe Out Your Retirement Savings! Join Us for "Legacy Wealth Generator" a Complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory. Protect and grow your retirement savings during challenging and uncertain times. Learn retirement asset protection and enhanced income strategies to minimize your risk & maximize your income either before or during retirement. Leading the discussion will be OneSource Wealth Management's John Scambray and Giuseppe Visconti. YOU WILL LEARN: > Retirement Asset Protection > Enhanced Income Strategies Get solutions and answers to the following questions: * How can you reduce your risk? * How can you increase your income? * What are the best ways to maximize asset growth? * What investments should you be in for 2024? * Are your investments inflation proof? * Are your retirement assets or income down? This workshop you do not want to miss takes place tomorrow evening, May 29, 2023. 6:00pm to 7:30pm. There is still time to register.  Register here for this Free DINNER Event at Old Spaghetti Factory in Roseville:  https://lnkd.in/d--4q4R

ATTENTION RENO NEVADA RETIREES & PRE-RETIREES "LEGACY WEALTH GENERATOR"  OneSource is Bringing Our Free Retirement Planning Workshop & Dinner to Reno, NV, September 18th! Don't Let Crushing Inflation, Taxes, and Regulation Wipe Out Your Retirement Savings! Join Us for "Legacy Wealth Generator" a Complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory. Protect and grow your retirement savings during challenging and uncertain times. Learn retirement asset protection and enhanced income strategies to minimize your risk & maximize your income either before or during retirement. Leading the discussion will be OneSource Wealth Management's John Scambray and Giuseppe Visconti. YOU WILL LEARN: > Retirement Asset Protection > Enhanced Income Strategies Get solutions and answers to the following questions: * How can you reduce your risk? * How can you increase your income? * What are the best ways to maximize asset growth? * What investments should you be in for 2024? * Are your investments inflation proof? * Are your retirement assets or income down? Join us Wednesday, September 18th. 6:00pm to 7:30pm. Register here for this Free DINNER Event at Old Spaghetti Factory in Roseville: Click here to register now https://bit.ly/3XaAfkr or call us at (916) 967-3500.

Rebecca was recently featured in this Yahoo Finance Article: Generation X is gloomy, but their retirement reality may not bite There is still time for Gen X to catch up on retirement savings. We are here to help with your planning. Take a read: #genx #financialplanning #thereisstilltime #BastFinancialGroup #yahoofinance

I was recently featured in this Yahoo Finance Article: Generation X is gloomy, but their retirement reality may not bite There is still time for Gen X to catch up on retirement savings. We are here to help with your planning. Take a read:

Weekly Blog: Retirement Income Planning The Foundation of a Secure Retirement Income Plan Planning for retirement income is one of the most crucial aspects of financial security in later years. Whether you're approaching retirement or...

Clients often have difficulty envisioning what retirement looks like for their asset level. In this article for Forbes, I'll show you what level of retirement income could be supported from $2 million to $15 million.

Navigating the Retirement Transition Zone?🌟 Forbes shares six key things to keep in mind!💼 #GatewayFinancialPartners #BenchOfLife #RetirementPlanning #FinancialPlanning

Even as confidence in retirement planning grows, significant gaps still exist that could derail your financial future. ThinkAdvisor's latest article identifies the 8 major pitfalls that many overlook, despite their rising optimism. From inadequate savings to overlooked healthcare costs, this comprehensive analysis offers crucial insights and practical solutions to fortify your retirement strategy. Don't let these gaps undermine your hard-earned retirement security. #RetirementPlanning #FinancialSecurity #RetirementGaps #WealthManagement

6 Steps to Retirement Success https://lnkd.in/gy-FYPBu