About This Seminar: Preparing for retirement forces you to evaluate options, identify trade-offs, and confront difficult decisions. This seminar will help you understand the financial planning necessary for a successful retirement.  The seminar covers the following three key issues:

1.    How to define an ideal retirement
2.    How to overcome the problems of retirement planning
3.    How to design the optimal plan

We will be addressing these important topics as well:

•    How to set goals, priorities, and tradeoffs
•    How to prepare a retirement budget
•    Why Social Security is in doubt
•    Health care expenses and retirement
•    How longevity affects your planning
•    In which order should you liquidate assets?
•    Inflation and loss of purchasing power
•    Should you annuitize?
•    At what rate should you withdraw capital to avoid outliving your income?
•    How to avoid the unpredictable disaster
•    Pitfalls of actual vs. projected returns

The seminar will conclude with an exercise showing you how to put it all together, so you can generate the cash flow you’ll need to enjoy a thriving retirement.

Benefits of Attending: Participants learn how to plan their ideal retirement.

Length of Seminar: Time content can vary depending on questions but it is normally around 90 minutes.

Special Feature: Participants are entitled to receive a No Cost, No Obligation, Personal Appointment with Professor Ulivi.  This will give them an opportunity to review their concerns and goals and to find out the steps to achieving their goals.

For Times, Dates and Location of Seminars, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call us at (714) 771-6000.