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Join Us for Our Free Webinar: 5 Challenges to Retirement Planning

January 14, 2017

January 26th at 6:00 p.m. ET

January 27th at 11:00 a.m. ET

 Over the years, I have had the pleasure of guiding many Lockheed Martin employees through retirement planning exercises and how to leverage a full financial plan to live with comfort and dignity throughout all of life’s transitions.

Through this work, I have discovered five common challenges that are constant for individuals working in a multitude of careers and companies. I hope they help you think differently about your own planning process.

  • Do you know exactly how much money you will need to live comfortably in retirement?
  • Do you know how you want to spend your time in retirement?
  • Have you estimated how long you are going to live?
  • Have you properly planned for the cost of healthcare?
  • Have you formalized a dynamic financial plan?

Since many of these challenges are common for all individuals, feel free to pass this on to your co-workers and friends that don’t work at Lockheed Martin.

If you are unable to attend the live webinar and would like us to send you the recording, please email me at

 Orlando                                             Viera

2420 S. Lakemont Ave                     5466 Village Dr.

Suite 120                                           Suite C1

Orlando, FL 32814                           Viera, FL 32955

Phone: (407)-740-6553                  Phone:  (321)-383-8815

Fax: (407)-740-5131                       Fax: (321)-632-1100


Investment Advisor Representative, Investment Advisors,A Division of ProEquities, Inc. A Registered Investment Advisor, and A Registered Broker-Dealer, Member FINRA & SIPC Security Financial Management is independent of ProEquities, Inc.