Retirement Planning & Research

  • November 22, 2013
  • 8:00 AM - 10:00 AM
  • at Broadmead Retirement Community


  • Non-member Guests

Registration is closed

Retirement Planning
& Research


Friday, November 22nd

8:00 to 8:30 am Networking (Breakfast)
  8:30 to 10:00 am Presentation
A Dynamic Lifestyle Community

13801 York Road,
Cockeysville, Maryland

Rick Monfred

  Vice President
Bernstein Global Wealth Management 


 The equity and bond markets have
continued to be unsettling. While no one
can control financial market conditions
or tax rates, investors do control many
of the key variables that lead to retirement
success. To the many now worried about
retirement security, we’ll share the
following research-based solutions:

* Setting an asset allocation that truly
balances return against risk

* Taking full advantage of tax-deferred vehicles

    * Making thoughtful decisions about
spending level and retirement date 


Guests may attend one HVBF Roundtable before joining the HVBF.

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