Lunch & Learn: Retirement Investing 101 Does the recent stock market volatility have you worried about your retirement savings? Scott Puritz, Managing Director of Rebalance IRA, will show you how to make more money with less risk so you can grow your savings and retire with more.
You’ll learn about: • Index investing, and why it has proven to be the most effective strategy for increasing savings with low risk • Why hidden fees are the Achilles heel of most retirement investors • Key questions to ask a financial adviser to ensure that they are acting in your best interest Armed with an understanding of these concepts, you’ll feel empowered to rescue your stranded 401(k)s and make decisions that will help you retire with more. When: Wednesday, March 14, noon-1 pm Where: Greater Bethesda Chamber of Commerce Board Room
RSVP: Space is limited. To reserve a seat, please email Laura Long at [email protected]. About the Presenter Scott Puritz is the Managing Director and Co-founder of Rebalance IRA and a nationally recognized retirement investing expert. He is at the forefront of a growing movement to provide consumers with a better, more transparent set of retirement investment options, including lower costs, “endowment-quality” globally-diversified retirement investment portfolios, and systematic rebalancing. Scott has been featured in the New York Times, Wall Street Journal, NPR, Forbes, and PBS. He testified before the U.S. Senate on new rules designed to make retirement investing safer for all Americans. Rebalance IRA has offices in downtown Bethesda and Palo Alto, CA. More information is available at https://www.rebalance-ira.com/.