Have You Received an Invitation to a Financial Workshop?
Have your question answered on the Money Wisdom Question Series!
Today’s question is: what should I expect from a financial workshop?
Our educational workshops are best suited for first time attendees, or those who have not yet met with us.
Maybe you’re somebody who’s approaching or has recently retired, and you received an invitation from us to come out to a workshop. Often times, those are hosted around a dinner table at a local restaurant or maybe they’re just exclusively educational in nature. Either way, people are often curious about what to expect. What are we going to be talking about?
What to Expect
It’s an event where you’re not going to feel pressure. You won’t come out and hear us position some sort of Magic Bullet investment product that solves all your problems. As fiduciaries, Johnson Brunetti’s obligation is to understand a person’s situation before giving specific investment advice. That workshop, in contrast, is about what you want to talk about.
Reasons to Attend a Workshop
Normally, something brings somebody out for an event like that and it’s often centered around the thought, “Am I going to be okay in retirement?” Obviously, that statement is a large overarching statement, but there are specifics and those are the themes that live inside of that question of, “What is my retirement going to look like? Am I going to run out of money? When should I retire? What are taxes in retirement going to be?” And the list goes on.
Join a Real Conversation
So, at that event, what you’ll find is an opportunity to ask questions and engage in a conversation with other folks who are in a similar stage of life as you, wanting to understand how to plan for retirement. This is unlike some events where there’s a PowerPoint slide with projections and data that’s going to glaze your eyes over, bore you, and wish that the dinner rolls were in front of you.
Again, this is not an opportunity for us to throw some Magic Bullet at you. It’s not an opportunity for us to pressure you. It’s an opportunity for you to get an education around the questions that you are concerned about so that you’re as prepared as possible. We’ll give you an opportunity to come in and have a complimentary consultation with one of our financial advisors to be more specific about the questions that are on your mind, and maybe some of the questions you didn’t even think of before you came.
Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.
Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.
Related Resources
-
How Do I Get Out of Debt Fast?
Most people with debt want to get out of it quickly and efficiently. To do that, you first need a clear understanding of your financial situation. Second, you need a clear, actionable plan. In … -
Why Do I Need to Account for Inflation in Retirement?
Today’s question is: What is inflation and why is it important to account for in my retirement plan? Inflation is the rising cost of goods over time. Meaning, it will cost you more money next year… -
How Does a Tax Return Work?
As tax season concludes, it’s a good time to refresh your tax knowledge. In this week’s Money Wisdom Question Series, Ian Fergusson, RICP® discusses how filing your taxes works and why it’s essen… -
What Is a Fiduciary?
When it comes to managing your money, trust is everything. That’s why today’s question is one of the most common and important ones we receive: What is a fiduciary? In this week’s Money Wisdom … -
Podcast Episode 403: How to Approach Finances in a Second Marriage Later in Life
Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in… -
Podcast Episode 404: Financial Goals You Shouldn’t Overlook
When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and … -
Understanding Retirement Planning
Planning for retirement isn’t just about saving – it’s about making smart financial decisions at every stage of life. A better understanding of the financial industry can help you avoid costly mis… -
Can I Get ‘Out’ of a Fixed-Rate Vehicle?
When you lock into a fixed-rate vehicle like a CD, fixed annuity, or fixed-indexed annuity, you’re committed to a specific interest rate for a set period. But what happens when after a few years, … -
Podcast Episode 402: How Often Should You Meet with Your Financial Advisor?
A good relationship between a client and their financial advisor relies on clear communication and regular check-ins to ensure everything is on track. In this episode of the Money Wisdom podcast, … -
Think Like the Rich
As you enter retirement, your financial focus shifts from growing your wealth to preserving your assets and generating income. In this stage of life, adopting the mindset of the wealthy can go a l…
