June 20th, 202411:30 a.m. Central
June 20th, 2024 | 11:30 a.m. Central
Virtual
Planning for Lifetime Income in Retirement
Do you know “your number”?
That is, the amount of money that you need to accumulate before you’re able to retire?
More importantly, do you know how much money you need - AND how it needs to be invested - to be able to REMAIN comfortably retired for what you hope will be a 30-to-50-year timeframe?
If you don’t know the answer to these questions, you’re not alone.
Inflation and the cumulative loss of your purchasing power is the biggest threat to your retirement. Backed by 80+ years of academic research and 25+ years of combined professional experience, our team will help you unlock a financially secure retirement and attain the peace of mind you deserve.
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
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As a wealth advisor, Erik draws upon his more than 27 years of experience to deliver financial advice to his clients. He also provides strategic direction for the team he built in Cincinnati. Erik’s clients can count on clarity, confidence and catalyst delivered by a team of advisors who are true fiduciaries and fiercely independent.
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Pat’s passion for this profession comes from the opportunity to empower clients to make their own informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven planning process and investment philosophy, allows Pat to coach clients through good markets and bad to make sure they have actionable strategies to reach their goals.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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March 27th, 2025 | 11:30 a.m. CT
Virtual
What to Know About Inherited Retirement Accounts
Have you recently inherited an individual retirement account (IRA) and found yourself looking for financial guidance?
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April 10th, 2025 | 11:00 am. CT
Virtual
Achieving College Admissions Success: Shape Your Story
Is your child or grandchild preparing their college applications? Focus Partners Wealth Lifestyle Services and our college admissions provider Launch IV are here to support you and your family throughout the journey. Join us for an informative conversation about today’s ever-changing college admissions landscape and get up to speed on the most recent updates in the entrance process.
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April 24th, 2025 | 11:30 am CT
Virtual
Quarterly Perspectives: Tariffs, Inflation, and Market Trends
Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.