January 07, 2016
January 07, 2016 - PRESSADVANTAGE -
David Braun, an Upland, CA retirement income planning expert, is making available to the public informative workshops and seminars focused on helping baby boomers with their retirement finances. These workshops will be held beginning on January 19 and 20, and on successive dates, for those who qualify. Baby boomers and retirees interested in attending should contact David Braun Financial and Insurance Services, Inc. via phone at (909) 579-6470.
These Retirement Income Planning workshops are no charge to attend, and will assist in teaching attendees how to manage risk when creating income in retirement, as well as understand how asset allocation impacts risk.
“Everybody wants growth, safety and liquidity in their investments, but it’s not realistic for a single investment to have all 3 of those characteristics, so you must have proper asset allocation and diversification. You can learn more about this in my workshop,” explains David Braun.
According to a survey conducted by Bankrate.com, 36 percent of all working age Americans are not saving for retirement at all. The survey shows that among consumers aged 50 to 64, more than one quarter have not even started saving for their retirement, and these are consumers who are less than 10 years away from retirement age.
“Running out of money in retirement is consistently ranked one of the top fears of retirees,” David continues, “Many key factors need to be considered including inflation, taxes, long term care, medical bills, as well as protecting your investments from market downturns. Having someone to advise you in these areas will be critical for anyone wanting to avoid running out of money in retirement.”
The upcoming January workshops will be held on January 19 and 20, and on successive dates, for those who qualify. Baby boomers and retirees interested in attending a workshop should contact David Braun Financial and Insurance Services, Inc. via phone at (909) 579-6470.
David Braun is an independent investment advisor at David Braun Financial & Insurance Services, Inc. David has more than 25 years of experience in the financial industry, and holds Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) industry designations. He offers investment advisory services through Global Financial Private Capital LLC, an SEC Registered Investment Advisor. More information about the company and the upcoming informative sessions can be found at http://www.davidbraunfinancial.com
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For more information about David Braun Financial & Insurance Services, Inc., contact the company here:
David Braun Financial & Insurance Services, Inc.
David Braun
(909) 579-6470
(909) 579-6470
400 N. Mountain Ave. #202
Upland, CA 91786
