Where
Detroit Marriott at the Renaissance Center400 Renaissance Drive
Detroit, MI 48243
Driving Directions
Engineering a Successful Retirement
Please join us for Engineering a Successful Retirement with Forbes and Barron's recognized Wealth Advisor, Jim Kruzan, CFP®, CRPC®.*
Our 50-minute workshop provides strategies to help you get the most out of your employer-sponsored benefits and determine if your retirement plan is on track.
Together, we will explore:
- How to design a retirement plan (and the importance of starting early)
- Tips to help maximize savings opportunities through your employer
- Why it's important to be mindful of asset location and taxes
- Tips to help maximize Social Security
- How to create a process-driven investment strategy
- Techniques to help create robust, flexible cash-flow in retirement
- How your behavioral mistakes may negatively impact your investment returns
All attendees will be offered a complimentary Retirement Readiness Report.
RSVP REQUIRED. Space is limited to 20 attendees per session.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc. Kaydan Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James Financial Services does not accept orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Email sent through the Internet is not secure or confidential. Raymond James Financial Services reserves the right to monitor all email.
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1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like rev¬enue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of 29,334 advisors nominated by their firms, 3,477 received the award.
2. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under manage-ment, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component of these rankings because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. These rankings are not indicative of advisor’s future performance, are not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes, Shook Research, LLC, or Barron’s