TODAY’S BROKEN RETIREMENT SYSTEM

Pensions are rare, and Social Security is running out of money

Most people are 100% responsible to fund and manage their retirement

Only 1 in 5 people have a written retirement income plan*

It's time to get serious about solving America's retirement income crisis

THE EXPERTS BREAK IT DOWN

Featuring Behavioral Investment Expert:

Morgan Housel New York Times Best Selling Author

Featured Government leaders and experts including:

David M. Walker Former US Comptroller General of the United States, Former Trustee of Medicare & Social Security

Jason Fichtner Former Executive Director of Social Security, Executive Director of The Retirement Income Institute

Becky Swansburg Author, Nation's Leading Expert on Tax and Policy Risk

Rodney Brooks Award Winning Journalist for USA Today, Wall Street Journal, AARP

David Duley Social Security Researcher

Johnny Poulsen CFP^®, Retirement Income Planning Expert

Justin Fitzpatrick MIT PhD, CFA & CFP^®, Retirement Researcher

Brian Wesbury Award Winning Economist

EVENT SPONSOR

Journey Wealth Management LLC is a financial services firm based in Manteca, CA. Their team is comprised of qualified financial professionals who are passionate about helping people achieve their ideal retirement. They have agreed to sponsor this private screening of “The Psychology of Retirement” as they pursue their mission to help people in their community retire well.

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Journey Wealth Management, LLC dba: Journey Wealth Management and Insurance Services, LLC – an affiliated company – is an independent financial services firm offering insurance services only; CA: 0L87925, HI: 458231. Roy Gagaza is a licensed insurance professional; CA: 0C47221, HI: 358160. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992#:~:text=If%20there's%20one%20thing%20adults,over%20across%20the%20United%20States.

*https://www.limra.com/en/newsroom/industry-trends/2023/limra-just-1-in-5-retirees-have-a-formal-written-retirement-plan/