Event Details

Smarter You Series: Retirement Saving and Income Planning

Date: July 9, 2021
Time: 12:30pm-1:30pm
Location:
Online

Who’s ready to retire? Or rather, who’s ready to find out how to pay for retirement? All the answers you need might just be in our next Smarter You virtual talk.

Brio Team members, Gene Elliot and Michael Telford will give you the lowdown on everything from retirement income sources to determining your cash flow needs once you stop working to strategies for what accounts to access when and lots more need-to-know info. 

If you or a friend—your friends are always welcome here—are contemplating retirement, why not tune in for this hour-long talk? Below is your link to the talk so you can attend from the comfort of your own space.

Join the video conference with the following link: https://us02web.zoom.us/j/4152153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

If you have specific questions you would like answered during this presentation, please send them in advance to hello@briofg.com so we can cover what’s most important to you.

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.