Retirees Invited to an Educational Event

BLOOMFIELD HILLS, Mich. - May 6, 2014 - PRLog -- Bridgeriver Advisors invites all retirees and those nearing retirement to a complimentary gourmet meal and educational workshop. The educational event, covering a variety of important financial topics, will be held at Loccino Italian Grill & Bar, located at 5600 Crooks Rd. in Troy, Mich. Advanced reservations for the event are required and can be made online by going to: www.retirementadvantage.net or by calling (800) 759-3649.

“Each day there are 10,000 people in America who reach the typical retirement age,” explains Dan Casey, of Bridgeriver Advisors, located in Bloomfield Hills, Mich. “Most of them will be a lot better off financially if they have some professional advising, especially when it comes to things like their investments and trusts. That’s why it’s so important to attend this educational event.”

Those attending the educational workshop can choose from three dates, including May 15, 2014, May 20, 2014, or May 22, 2014. Each workshop will begin at 6 p.m. All those attending will receive a complimentary gourmet meal to enjoy as they hear important information impacting retirement and finances.

Topics to be discussed include investment strategies that pertain specifically to retirees, how to avoid the pitfalls of one’s IRA or 401(k) being a potential tax disaster, what can be done with 401(k)’s for those who have been retired, tax increases and what can be done about them, IRA tax strategies, and the most important things that annuity owners should know.

“This is a must-attend workshop for anyone who has already retired or who is nearing retirement,” added Casey. “The information is invaluable when it comes to protecting your nest egg and in being able to enjoy your retirement the way you have always dreamed of doing. Plus, you get a free Italian dinner, it’s a win-win situation.”

The education workshop will be presented by Dan Casey, who is an expert in the field as an author and a Registered Investment Advisor, has been interviewed on several news segments as an expert source, and has been an expert source for numerous magazine articles, including for the Wall Street Journal and The Detroit Free Press. He holds a bachelor’s degree in economics, and a graduate degree in finance. For more information on registering for the workshop, visit the site at: www.retirementadvantage.net or call (800) 759-3649.