Protecting Your Nest Egg From Market Volatility
Strategies to help manage downside risk as you near and enter retirement.
When you're still working, a market drop is a buying opportunity. When you're retired and withdrawing, that same drop can do lasting damage to a portfolio — a dynamic called sequence-of-returns risk.
This educational webinar explains why risk feels different in retirement and walks through the common approaches retirees use to manage it. It's informational only and does not constitute investment advice.
What We'll Cover
- Why market losses hurt more once you're withdrawing income
- The role of cash buffers and time horizons
- How some retirees use guaranteed-income tools to cover essentials
- Diversification and rebalancing basics
- Live Q&A
What You'll Walk Away With
- A clearer picture of your own risk exposure
- Common approaches to managing downside risk
- Questions to raise about your current strategy
Reserve Your Spot
By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this workshop.
Workshops are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.