Mid-Atlantic Consultants Network

This presentation will focus on factors that can contribute to an income shortfall in retirement and provide solutions. These factors include the following:

Longevity Risks - Not outliving your assets;
Withdrawal Risks- Having enough to live comfortably without jeopardizing your future;
Income Investment Risks - Investing to keep ahead of inflation, and the timing of investment gains and losses. The key to success will be overcoming the changing landscape of retirement, the tendency to invest conservatively in retirement, and addressing returns in the first decade of retirement.

About the Presenter: Roger Singer has been providing financial planning services to corporations through his consulting practice for almost 20 years and to a limited number of individual clients for more than 40 years. In August, 2000, Roger joined Merrill Lynch, where as Assistant Vice-President and Senior Financial Advisor, he focuses on creating, growing and preserving his individual client’s wealth. Roger has earned his Certified Financial Manager (CFM) designation and has B.S., M.S. and Ph.D degrees in chemistry from Ohio State University, Polytechnic Institute of Brooklyn and the University of Maryland respectively and an MBA from Rensselaer Polytechnic Institute.
Join the Mid-Atlantic Consultants Network on Monday, May 12 at 7:30AM.  The Mid-Atlantic Consultants Network, now in its fifteenth year of operation, is an organization of professional consultants helping one another through continuing education and networking.  There is no fee for Mid-Atlantic Consultants Network meetings.