Join Brett Valentine, CFP® and Eternal Wealth Management for an exclusive educational dinner event focused on the financial decisions that can have the greatest impact on your retirement confidence, lifestyle, and long-term security. from experience doing financial planning as a CFP® Fiduciary.

Enjoy a complimentary 3-course dinner while learning how many retirees and pre-retirees unknowingly expose themselves to unnecessary financial risk through outdated strategies, lack of planning, or portfolios not designed for retirement income and protection. Examples from financial plans done by a CFP® Fiduciary.

During this private discussion, we will cover:

• The biggest retirement planning mistakes many people don’t realize they are making
• How to determine whether your current retirement strategy is truly sustainable
• Why investment statements alone are not a real retirement plan
• The importance of balancing growth, protection, liquidity, and income
• How market downturns can impact withdrawals and long-term retirement success
• Why today’s retirement environment requires a more proactive approach than traditional “buy and hold” investing
• How comprehensive financial planning can stress-test retirement using real data and projections
• Modern retirement strategies designed to help reduce risk without giving up opportunity

This event is specifically designed for individuals and couples who are retired or planning to retire within the next 5–10 years and want greater clarity surrounding their financial future.

If you’ve accumulated meaningful assets but still wonder:
“Am I positioned correctly for retirement?”
this discussion was designed for you.

Hosted by:
Brett Valentine, CFP®
Eternal Wealth Management
Fiduciary Financial Planning & Retirement Strategies

RSVP is first come, first serve. Seating is intentionally limited to encourage meaningful discussion and individual questions, but feel free to bring guests who can benefit.