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

Martinsen Wealth Management is a financial services firm based in Valencia, CA. Their team is comprised of 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.

Martinsen Wealth Management

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Martinsen Wealth Management, LLC is a financial services company that focuses on asset protection and retirement income products and financial planning services. Lane Martinsen is the principal owner of Martinsen Wealth Management, LLC. Martinsen Wealth Management, LLC only offers insurance products and services in states where licensed to do so.  The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992

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