THE NEW RULES FOR RETIREMENT PLANNING

A special virtual event presented by Halbert Hargrove. Free registration today.

September 30, 2021
11:30 - 1:00 PM Pacific

Retirement strategies for any lifephase and the surprises that can derail you.

  • With a special presentation Breaking Money Silence® with wealth psychology expert Kathleen Burns Kingsbury
  • ​Get the questions you need to ask to achieve financial freedom
  • Learn how a financial advisor can help you reach your goals
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Life’s not a calculator, and there’s no magic number.

Trying to predict the future is impossible. 

Fund your grandchildren's future

Start checking off your bucket list

Enjoy the fruits of your labor

A fearless money talk is about asking the right person the right questions.

There are many questions that people don't know to ask about attaining financial freedom.

Questions like...

Goals

What are my life goals and what do I need to achieve them?

Saving

How much and where should I be saving?

Risk

 Am I taking unnecessary risk for what I am hoping to attain?

Getting divorced

Do I have a solid plan for my new long-term future?

Losing a loved one

 How will this difficult transition affect my economic life?

Caring for parents

How do I prepare to care for my parents later in life?

A financial advisor is the right person to ask.

A financial advisor who is also a fiduciary must act in your best interests at all times. They can help you understand how to reach your financial goals so you can enjoy your years without financial worries. 

Advisors are also familiar with the surprises that can derail you from your goals. When life happens, they'll help you adapt and get back on track.

Together you can plan the big picture well.

Nick Strain
Senior Wealth Advisor at Halbert Hargrove

Breaking Money Silence®

Kathleen Burns Kingsbury
Wealth Psychology Expert

Sharing practical techniques for engaging in financial conversations with your partner, children, and aging parents.

Wealth psychology expert and coach Kathleen Burns Kingsbury, founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast, is an internationally published author and speaker. Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life is Kathleen’s fifth book. 

Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC. Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019 where she taught the Psychology of Financial Planning.

Helpful resources

What do you want?

LifePhase Investing is different. LifePhase Investing helps you visualize what you want. Then you start planning according to the lifephase you are in. A financial advisor can help guide you along the road.

Learn the new rules for achieving financial freedom.

 

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Halbert Hargrove Global Advisors, LLC (“HH”) is an SEC registered investment adviser located in Long Beach, California. HH may only transact business in those states in which it is notice filed, or qualifies for an exemption from the notice filing requirements. A copy of HH’s current written disclosure statement discussing HH’s business operations, services, and fees is available from HH upon written request. This page and its corresponding webinar is intended for informational purposes only and should not be construed as personalized investment advice. All opinions or views reflect the judgment of the authors as of the publication date and are subject to change without notice. There is no guarantee any forward-looking statement will come to pass.