Retirement Planning: All Roads Lead to Rome - Formal & Informal Arrangements

Dear Women And Money Members (Friends & Clients),

Whether you're using a formal retirement plan (e.g. 401(k), solo 401(k), 403(b), TSA, 457 plan, pension, profit sharing plan, traditional IRA, SEP IRA, Roth IRA, Spousal IRA, Rollover IRA, SARSEP, SIMPLE, etc.). Or something more informal (e.g. an annuity, brokerage account, savings account, CDs, treasuries, muni bonds, Savings Bonds, gold/silver, cash, jewelry, reverse mortgage, etc.), you need a plan.

Failing to plan, is planning to fail.

Different investments have different risks such as a risk to principal, risk to principle!, inflation risk, interest rate risk, liquidity risk, risk to divorce/law suit, taxes, opportunity loss, etc.

In the markets, there are Bulls (they always think the market will go up), the Bears (they think the market will always go down), and the hogs or pigs. It is said that the bulls make money, the bears make money, and the hogs get slaughtered.

You don’t have join those groups!

In the long run, you will most likely make more money by protecting your downside, than trying to maximize the upside. And with a new government in place, things are uncertain.

The stock market is going up - for now, but numerous experts feel that there could be a correction. In addition, gold, bonds, and real estate show promise.

By creating an asset allocation (how you allocate your assets (what you own) to different classes of investments (e.g. stocks, bonds, cash, real estate, gold, etc.), will help manage risks.

Managing risk can make you a SWAN (Sleep Well At Night).

Come learn how for free. Achieve YOUR American Dream with less stress.

WomenAndMoney will convene, for free, on/at:

Thursday, 3/23/2017, 6pm - 8pm Offices of our hosts: ICON Securities 3 Park Ave. 33rd - 34th St. 36th Fl.

Please bring:

• A Friend A smile Your questions Business Cards

• Attendance is limited to 18! Pre-registration is required!

RSVP now! (Deadline: Wednesday 3/22, Noon)