FREE Interactive Workshops & Seminars

Retirement Planning Workshops

Retirement Workshops with LMT Financial:     Learn How You Can Survive (And Thrive!) in today’s volatile markets!  There is no reason that you can’t prosper during volatile market conditions!  Over the last ten years, the stock market has gone both up and down dramatically.  Unfortunately, this has likely produced a significant impact on your investment portfolio, and probably not for the better!  But the good news is that you may be able to weather the storm much more comfortably than you think.  For example, you might not be aware that you can often enjoy the following:

  • If you are over the age of 60, (or will be at retirement) you can guarantee up to 8% lifetime income from your investment accounts while still protecting your principal for your spouse, children, or charities.
  • New laws allow you to immunize your retirement plans (401k, 403b, IRA, etc.) from potentially devastating increasing tax rates in the future.
  • Which of the new tax saving strategies unique to 2012 will you implement?

How will inflation and higher taxes in the near future affect your retirement plans?  Is this is an ideal time to convert to a Roth IRA?  Unfortunately, most retirees are not even aware these options exist!  And how can you expect to improve your financial condition if you aren’t even aware of all of your choices?  In order to bring you up to speed on your options, Lance Tamyo hosts FREE monthly educational events titled: Creating Your own Retirement Paycheck.  This event is specifically designed for retirees (or those who plan on retiring in the next couple years) who want to be aware of their retirement planning options.  Because seating is limited there are no children, agents or brokers allowed and identification may be required prior to attending.  If you are unable to attend and would like a one-on-one meeting in our office or your home please contact us and we will do our best to accommodate you.

Register for our next Seminar!

Our 2012 Retirement Workshops are being held at several different venues across San Diego.  These workshops are a HUGE success and we want to thank all who attended!  As a result of the giant turnout and current waiting list, we are expanding our 2012 workshops and adding additional dates.  We will be conducting our next round of workshops monthly in 2012 and they will be held at Bully’s East restaurant, Phil’s BBQ and The Godfather restaurants in San Diego.  If you would like to attend one please contact Customer Care at 619-291-1233 ext 116 to make a reservation or click “Register” below and complete the entry form.  We’ll see you there!!!

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