Moving from Accumulating to Distributing Your Wealth

Making the Transition Between Saving and Spending Your Retirement Assets

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When You Attend, You Will Learn...
At Lutz & Associates, we've spent the last 19 years helping over 400 families plan for a secure retirement. One important thing to understand is the difference between saving or accumulating your wealth and spending or distributing your wealth. Saving for retirement is only half the battle!
 
Planning to distribute your retirement assets so they'll last a lifetime in a complex and challenging problem. In this exclusive webinar, we'll review our strategies for:
 
  • Protecting your retirement assets
  • Planning for cash flow in retirement
  • Defining the purpose of your retirement savings
  • Debt during retirement
  • Living your desired lifestyle in retirement

Join us today to learn how to turn your net worth into cash flow during retirement. At the end of the webinar, you'll get a complimentary retirement planning consultation.

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Your Host
Carl Lutz, ChFC®, RICP®, CLTC

Since 1999, Carl has served more than 400 families and business owners in the area of building and protecting wealth. Having owned a family business with his father for 16 years and employing over 20 people, Carl has the ability to relate to the challenges that business owners face on a daily basis. Since he recognizes that the primary asset of your business is PEOPLE, his primary focus is to help his clients protect their business and families from unforeseen life events such as lawsuits, sickness or injury, dying prematurely, a partner leaving the business or losing a key employee. Registered Representative & Financial Advisor with Park Avenue Securities, Financial Representative of Guardian.

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