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SoCal Wealth & Retirement 55+

Long Beach, CA, US

24 members · Public group

Organized by Rachel Perlmutter

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What we’re about

Welcome to SoCal Wealth & Retirement 55+ group on Meetup.com! This group is designed for like-minded individuals who are interested in learning how to make smart financial decisions to save money and reduce taxes, as well as promote a healthy and enjoyable lifestyle in their retirement years. Join us for workshops, seminars, and social gatherings focused on financial literacy, wealth-building strategies, and tips for maintaining a healthy and active life. Let's come together to support each other in achieving our goals of financial security and overall well-being in the beautiful Southern California region.

Upcoming events (1)

Thu, May 8, 2025, 7:00 PM UTCRetired Early or Laid Off at 55+? 3 Key Strategies to Avoid Running Out of Money
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The biggest fear retirees face? Running out of money.

If you retired early or were laid off at 55+, you need a game plan to make your savings last.

In this session, Aly McFarlane of WealthFolio Advisots will reveal 3 critical strategies to help you protect your wealth, generate consistent income, and avoid costly retirement pitfalls.

Don’t leave your future to chance—join us and take control!

after all, retirement isn’t just about how much money you’ve saved—it’s about how long your money will last.

If you were forced into early retirement or laid off at 55+, you may be wondering:

Will my savings last 20-30 years?

What if there’s a stock market crash?

How do I plan for inflation and rising costs?

This session will help you answer those critical questions and teach you 3 key strategies to:

Protect your retirement savings from unnecessary losses

Create an income plan that lasts a lifetime

Minimize taxes and maximize your money

The financial decisions you make today will determine your future security.

Join us to learn how to avoid costly mistakes and ensure your money works for you—for life.
8 attendees+3

Past events (3)

Thu, Apr 3, 2025, 7:00 PM UTCRetired Early or Laid Off at 55+? 3 Key Strategies to Avoid Running Out of Money
This event has passed
8 attendees+3

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