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Wealth Management for Clients 50 and Older

 

Gain an understanding of what is and is not available to live the lifestyle you desire with the liquidity you need.

There is an incredible number of baby boomers heading for retirement. By 2030, all of the baby boomers will be over 65. The result requires an astute level of knowledge from these investors as to what money they will have (if any) in retirement. Not only is there health to consider, but all retirees will have guaranteed incomes and expenses, and non-guaranteed income and expenses creating fear of living a comforting retirement. After years of accumulating income in investments and retirement and pension programs, now is a perfect time to understand what is and is not available to live the lifestyle you desire with the liquidity you need. This is a must-attend course for all ages wanting to place finances under control and create the lifestyle desired while also creating a lasting legacy.

Agenda

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Performance Group

  • Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
  • Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
  • His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
  • Has produced over $11 billion in revenue for organizations while always delivering to others
  • Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
  • Registered insurance professional and working actively towards his investment advisory certification
  • Well-known international keynote speaker and seminar producer

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