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7 Biggest Mistakes FERS Employees Make with their Retirement Planning. And What You Can Do About it.

October 14, 2019 @ 11:00 am - 1:30 pm

Come join us for a special Columbus Day lunch ‘n’ learn where we discuss the 7 Biggest (and most common) mistakes FERS employee’s make with their retirement and benefit planning.  During this NO-Pressure lunch, fun and interactive discussion we will touch on the following items and more!

  1. Guarantees at a high price: Relying too much on the G Fund
  2. Not Playing Defense: How do make good life insurance choices without paying too much?
  3. Failing to plan for the gap between the Supplement and Social Security 
  4. Looking for love in all the wrong places: Getting bad financial advice.

Mission Point Planning and Retirement workshops are heavy on practical application with absolutely NO ‘sales pitches.”  We pride ourselves as educators first.  We hope you can spend your Columbus Day off with us learning something you can apply immediately in your financial life.

Registration is from 11:00-11:20am.  Lunch catered by Panera Bread and non-alcoholic beverages are available throughout the session.  We will conclude no later that 1:30 pm while allowing ample time for questions and discussion.

You can RSVP to clientservices@missionpointplan.com or via phone at 248-504-6025.   Spouses are welcome as well!

Details

Date:
October 14, 2019
Time:
11:00 am - 1:30 pm
Event Categories:
, ,

Organizer

Anthony Bucci and Kariann Gremaud
Phone:
248-504-6025
Email:
clientservices@missionpointplan.com
Website:
www.missionpointplan.com

Venue

Mission Point Planning Sheffield Conference Center
3290 West Big Beaver Suite 195
Troy, MI 48084 United States
+ Google Map
Phone:
248-504-6015
Website:
https://www.missionpointplan.com
Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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