Description
Learn about how longevity risk can be appropriately planned for. Learn strategies that can help you position your assets to pay you an income throughout your retirement while also protecting your legacy. Not every strategy is appropriate for every individual, and that is why we open up the call for Q&A to address your individual questions. This is a free educational event and is not to promote any product.
Date and Time
Mon, May 18, 2026
7:00p - 8:00p EST
Location
https://us06web.zoom.us/j/85467863773?pwd=pl4pBBTGzDaHusWiwkDpgx4wBnFDMv.1
The presenter is in no way employed by, affiliated with, or endorsed by the IRS, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any of the strategies discussed herein.
All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer of sale or purchase of any specific security or insurance product.
Registered Representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com.
COMPLETE FINANCIAL DESIGN is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.