Capital Portfolio Management’s Financial Services Professional, Veralynn Morris, Continues to Lead in Providing Key Retirement Strategies
(PRUnderground) January 23rd, 2024
As we step into 2024, Veralynn Morris, a financial expert from Capital Portfolio Management, is delighted to announce the continuation of the “7 Retirement Roadblocks” seminar series. This year, the seminars will be conducted four times a month, starting from January 23rd and 24th at 6:30 p.m., at the Dutch’s Daughter, an elegant restaurant in Frederick, Maryland.
The “7 Retirement Roadblocks” seminars are designed to address the critical financial challenges that retirees face. The 2024 sessions will build upon the success of previous years, offering fresh insights and updated strategies to ensure financial security during retirement. Attendees can expect to delve into topics such as:
- Longevity Risk – Strategies to avoid outliving retirement savings.
- Inflation Impact – Managing the erosion of purchasing power over time.
- Sequence of Returns Risk – Techniques for withdrawing income in a fluctuating market.
- Social Security Optimization – Maximizing benefits and integrating them into a retirement plan.
- Withdrawal Rate Planning – Finding the right balance to sustain income throughout retirement.
- Tax Efficiency in Retirement – Strategies for minimizing tax burdens.
- New for 2024 – Adapting to the latest economic trends and policy changes affecting retirees.
The response to the previous seminars has been exceptional, with many participants praising their comprehensive nature and the practical knowledge imparted by Veralynn Morris. As one attendee remarked, “Veralynn’s talks are not just informative, they are transformative in how we approach retirement planning.”
“As we embark on a new year, it’s crucial to stay ahead of the curve in retirement planning,” says Veralynn Morris, registered investment advisor at Capital Portfolio Management. “The 2024 ‘7 Retirement Roadblocks’ seminar series is not just about understanding the challenges; it’s about empowering individuals with cutting-edge strategies to secure their financial future. Each session is meticulously designed to provide attendees with the knowledge and tools they need to navigate the complexities of retirement finance confidently. We’re excited to bring fresh perspectives and solutions to help our clients build a robust and resilient retirement plan.”
Morris’s dedication to empowering individuals with the knowledge and tools to navigate retirement challenges is unwavering. Her extensive experience in financial planning, combined with her commitment to educating the public, makes these seminars a must-attend for anyone nearing or in retirement.
Veralynn Morris, with an impressive 30-plus-year career in the financial sector, demonstrates profound expertise in investment and divorce finance. Joining Capital Portfolio Management in 2014, she has made significant contributions to the field, including her leadership role at Divorce Financial Solutions, Inc.
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For more news and information about Capital Portfolio Management, Veralynn Morris, and her initiatives in the field, visit https://www.cpminvestments.com/.
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Original Press Release.
