Taking Control of your Retirement

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Taking Control of your Retirement: Defining and pursuing the life you want
Presented by: Jamie Debuque, MBA '99, CPWA®, CRPC®, CPFA

Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this webinar we’ll talk about one of the most life - altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative webinar during which you’ll get a better understanding of:

•Common retirement risks such as longevity, withdrawal, investment and inflation risks — and the ways in which you can manage these risks.

•How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.

•Techniques for building a portfolio aligned to your priorities — leveraging a range of solutions including a balanced portfolio of investments, fixed income and annuities.

All registrants will be sent a link for a WebX meeting 24 hours prior to the event.  This virtual engagement session will also be recorded. 

About Jamie Debuque, MBA '99, CPWA®, CRPC®, CPFA

Passionate about helping people, Jamie believes that the keys to preserving long-lasting relationships are to provide exemplary service with prompt, efficient follow-up, and to maintain a conservative investment ideology. After earning his bachelor’s degree in Business from Delaware Valley University in Doylestown, PA Jamie earned his MBA from La Salle University in Philadelphia. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, which guides him as he helps clients prepare for retirement, and the Certified Private Wealth Advisor® (CPWA®) designation.  Jamie and his wife, Bryn, live in Doylestown with their three children. He is a leader for La Salle University Bucks County Alumni Chapter, a member of the Delaware Valley University Business Advisory Council, and is often asked to speak about financial literacy issues at local high schools and colleges. Jamie enjoys running, cycling and reading.

 

 

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