The 4 Buckets Retirement Income Strategy SM
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This workshop is specifically designed for individuals who:
- Will be retiring within 5 years or have already retired.
- Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.
During the workshop you will learn:
- The “outdated map” retirees are using to navigate retirement.
- The actual costs of managing investments.
- The balance between income today and growth for the future.
- How to “re-incorporate” financial principles from your younger years.
- How to generate retirement income that meets or exceeds rising inflation.
- The right way to use stocks in retirement.
- The differences between an accumulation strategy and a distribution strategy.
- How to create tax-free assets throughout retirement.
- How rising taxes may affect your retirement savings.
Seating is limited.
Register for this Seminar
Thursday June 1st, 2023 at 6:30-7:30PM
The Inn at Willow Grove
14079 Plantation Way, Orange, VA 22960
The Inn at Willow Grove
14079 Plantation Way, Orange, VA 22960
Featured Speaker:
Ethan Lohr, CFP®
Partner
Partner
Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward.
Greg Lohr, MBA
Managing Partner
Managing Partner
Greg founded Lohr & Company in 1993 to help more people plan for a rewarding, well-deserved retirement. Before he entered the financial services industry, he worked as an electrical engineer. Having grown up surrounded by mathematics and engineering educators his entire life, he always assumed he would be an engineer. But in his last semester at the University of Virginia, he took a finance class and realized that it was financial math that truly excited him.
Featured Speaker:
Ethan Lohr, CFP®
Partner
Partner
Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward.
Greg Lohr, MBA
Managing Partner
Managing Partner
Greg founded Lohr & Company in 1993 to help more people plan for a rewarding, well-deserved retirement. Before he entered the financial services industry, he worked as an electrical engineer. Having grown up surrounded by mathematics and engineering educators his entire life, he always assumed he would be an engineer. But in his last semester at the University of Virginia, he took a finance class and realized that it was financial math that truly excited him.
