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 here 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
-
Podcast Episode 458: 5 Signs It’s Time to See a Financial Advisor
Prefer to watch? Click here to watch and listen on YouTube. When seeking financial advice, U.S. adults 50+ are more likely to turn to financial advisors and planners than any other source. But … -
What’s the Difference Between an HSA and an FSA?
Two of the most common employer-sponsored healthcare accounts are health savings accounts (HSAs) and flexible spending accounts (FSAs). Both allow you to set aside tax-deferred funds, which you ca… -
How Long Will My Money Last in Retirement?
One of the biggest questions people face as they approach retirement is whether their savings will last. The answer can mean the difference between moving forward with confidence and facing the fu… -
What’s the Best Way to Manage an Inheritance?
While often an emotional process, receiving an inheritance can also be a life-changing event, if handled properly. Without thoughtful planning, however, an influx of mismanaged funds can lead to c… -
Should I Save for Retirement in a 401(k), an IRA, or Both?
With pension plans becoming increasingly rare, the responsibility of saving for a 20- to 30-year retirement now rests largely on your shoulders. This new reality can put a lot of pressure on how a… -
Can I Still Qualify for Spousal Benefits If I’m Divorced?
Nearly half of Americans are surprised to learn that you can receive Social Security spousal benefits even if you’re no longer married. That’s right, you can still maximize your retirement income … -
What Is Sequence of Returns Risk?
Picture this: two individuals retire at the same time. They have the same amount of money saved and withdraw the same amount from their nest egg. Ten years later, one retiree still has a good a… -
What Should I Do with My Tax Refund?
According to IRS filing data, the average tax refund is about $350 higher this season compared to last year. But no matter the size of your refund, what you do with it could have a lasting impact … -
My Mother Hasn’t Done Any Estate Planning – How Can I Help?
Estate planning is an essential part of securing your financial future and protecting your loved ones. Yet, 56% of Americans still don’t have any type of estate plan: no will, trust, power of atto… -
Should My Partner and I Retire at the Same Time?
Many couples dream of retiring together, but it isn’t always the best—or most common—financial strategy. According to a 2024 financial report, only 11% of retired couples leave their careers at th…
-
Laura H.Laura H. is a client of Johnson Brunetti and received no compensation for their statement.
“Your corporate values and mission have stayed constant which we’d say is the primary reason we are so satisfied. We believe that mission should never change.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
-
John L.John L. is a client of Johnson Brunetti and received no compensation for his statement.
“We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you for everything!”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
-
Joe D.Joe D. is a client of Johnson Brunetti and received no compensation for his statement.
“Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting your clients’ many different real life stories.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
-
Jackie L.Jackie L. is a client of Johnson Brunetti and received no compensation for her statement.
“I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
-
Christine Q.Christine Q. is a client of Johnson Brunetti and received no compensation for her statement.
“Your services are exemplary and greatly appreciated by my husband and myself to live out our retirement years feeling safe and secure. Thank you!”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
-
Barbara S.Barbara S. is a client of Johnson Brunetti and received no compensation for her statement.
“We are very happy with Johnson Brunetti. It has really taken a load off our shoulders. Thank you.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
