Free Private Movie Screening!

Navigating America’s #1 Retirement Fear

What is The Psychology of Retirement?

America’s Top Fear - Running out of Money in Retirement

• 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

Thursday, June 12th at 4:30pm or 6:30pm

Marcus Majestic Cinema 
770 Springdale Rd.
Waukesha, WI 53186

Meet the powerhouse lineup behind
The Psychology of Retirement

Featuring Behavioral Investment Expert: Morgan Housel
New York Times Best Selling Author

Featured Government leaders and experts including:

• David Walker Former 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
• 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:

Drake & Associates, LLC is a financial services firm based in Waukesha, WI. 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.

“After watching ‘The Psychology of Retirement’, I knew we had to do our part to share this amazing film with our community. We hope our Waukesha neighbors will benefit from the powerful story this movie tells.”

- Tony Drake, Executive Producer

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Investment Advisory Services are offered through Drake & Associates, LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC.

https://www.investmentnews.com/retirement-planning/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/