Getting Retirement Ready -

Getting Retirement Ready


Each REALTOR® has a unique vision for his/her retirement; so, proactive planning is the first step towards bringing that vision to life. This seminar will help REALTORS® determine how much they will need for the retirement they envision and how to develop a retirement strategy that maximizes their likelihood of success.

Join Mike Engel, Director of Corporate Retirement and National Strategic Partner for Graystone Consulting and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant, as they talk about different retirement strategies for independent contractors.


Conference & Expo
Nov. 12-15, 2021 | San Diego

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