OPTIFOUR PROTECTS YOUR LIFE’S GOALS.
Workshops & Events
Retirement Safe Zone: How to Make the Most out of the Next Chapter
A look at how to identify, understand, and manage the financial risks you face in retirement so your retirement goals can be achieved. Seating for these educational events is limited, so please register in advance by ...
Protect Yourself as You Age
Learn how to protect yourself as a senior from scams and fraud and how to safeguard your assets in the event of dementia. Seating for these educational events is limited, so please register in advance by ...
Portfolio on Target: Surviving the Next Bear Market
An examination of bear markets, offering historical context on their magnitude and duration, as well as strategies and tools for protecting your portfolio from a market meltdown. Light snacks and refreshments will be served. Seating ...