Retirement Withdrawal Strategies for The Silver Tsunami of Boomer Retirements - Are You Prepared?

Presented by: 

Jack Gardener, CIMA®, AIFA®, President, Thornburg Securities Corporation

Thanks to our meeting sponsor: 

Meeting Details:

The baby boomer wave of retirements has begun. This presentation will discuss strategies for improving income, tax-efficient withdrawals and spending in retirement.

Speakers Bio:

Jack Gardener, CIMA®, AIFA®, President, Thornburg Securities Corporation

Jack Gardner is the President of Thornburg Securities Corporation, distributor for the Thornburg family of mutual funds and a Managing Director of Thornburg Investment Management, the advisor. Jack has been involved in the investment advisory industry for over thirty years.

Jack received the Certified Investment Management Analyst® designation from the Investment Management Consultants Association (“IMCA”) and the Accredited Investment Fiduciary Analyst® designation from The Center for Fiduciary Studies. He is the author of How to Write an Investment Policy Statement and is a frequent author on a variety of retirement income and fiduciary topics. He is the recipient of the 2009 Stephen Kessler Writing Award from IMCA for his Investments and Wealth Monitor article, “The Case for a High and Growing Stock Dividend Strategy in Retirement Portfolios”. He is also on the Policy Board for the Investment Fiduciary Leadership Council. Jack holds a B.S. degree in Accounting from Stonehill College and an M.S. in Computer Information Systems from Bentley College.

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends Oct. 10th.

Note: You may continue to register after October 10th but you will be charged at-the-door pricing. Online registration closes October 12th.

No refunds will be made after October 12th.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after October 12th.

This meeting qualifies for 1.5 hr of CE credit pending approval by the CFP Board.