Worry Free Retirement Dinner Workshops
At Hollifield Financial Group we are committed to helping retirees and pre-retirees plan for and execute the retirement that they have dreamt of. For 15 years we have hosted complementary dinner events to help educate investors who are at or near retirement on their options to reduce their risk and bring more certainty to their financial plan.
Important Topics Covered Include:
COMMON FINANCIAL TOOLS
Are they suitable for your retirement portfolio?
Are you taking too much risk? What can you do to earn a reasonable rate of return no matter the stock market.
How can you reduce or eliminate the taxes on your IRA’s and 401k’s?
BUILDING YOUR FINANCIAL HOUSE
Are your investments structured to give protection in any market?
How can you maximize your retirement accounts when your children inherit them? What can you do to provide for your family after you are gone?
MYTHS AND MISCONCEPTIONS ABOUT MONEY
What have you been taught that is untrue? What strategies have you been taught that won’t work in retirement?
How can you earn a reasonable rate of return over the rate of inflation without adding risk to your portfolio?
Downtown Charleston Office
Mt Pleasant Office
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Hollifield Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Hollifield Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Hollifield Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered.