Next CRS Webinar
The 3 Secrets to a Secure Retirement (Without Sacrificing Your Lifestyle)
In this webinar, you'll learn:
• Why traditional financial advice is failing retirees … and the simple steps we use to create a sustainable income that lasts a lifetime.
• The little-known formula we use to protect our client’s portfolio without sacrificing their growth.
• Why taxes could be the biggest threat to your retirement security and how to minimize the impact.
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About Our Webinars
At Compass Retirement Solutions, we hold informational webinars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a webinar, feel free to schedule a one-on-one, no-obligation meeting.
Watch replays of our CRS Live Webinar Series episodes below.
How to Generate Guaranteed Rising Income
Learn how to protect and grow your money even if the market is shaky, how to increase your income without sacrificing your lifestyle, how to create guaranteed income that will continue paying (even if you run out of money), and more!
How to Protect Yourself from a Potential Tax Storm
In this webinar we discuss: why tax-deferred accounts like 401(k)s and IRAs could be a huge liability in a rising tax environment, why you should consider transferring money into a tax-free alternative while tax rates are historically low & more!
Discover how sweeping changes made in 2015 are still affecting Social Security claims today, learn ways to avoid common Social Security mistakes (and ways to optimize your benefits), understand how Social Security’s lifetime income should integrate with your retirement income plan, how Social Security will be taxed (and how to potentially reduce or even eliminate some taxes), and more!
Retiring in a Recession
Learn how income planning can be a great help, find out what you should consider doing in a market correction, identify the major financial issues the death of a spouse could cause if you're not prepared & learn steps to take to feel more comfortable about retiring (especially if you don't know where to start).
Women's Retirement Roadmap
Only 12% of women feel confident going into retirement. Let's change that! Learn how to identify the major financial issues many women face, why income planning is so important, and the steps to take to feel more confident about retiring!