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About This Webinar
Dinner on John Starke: Just for attending this webinar you will receive a $50 Grubhub Gift Card!
The quest for a comfortable retirement is challenging. American retirees are facing longer life expectancy, health care costs are rising, and pension plans are disappearing. After almost a decade of economic upheaval, market volatility, and low interest rates, investors are seeking solutions that can help make the idea of a comfortable retirement a reality.
John will discuss the risks retirees are facing in 2021 and options to help protect your retirement savings. A complementary financial review with John Starke will be offered after attending.
Email jstarke@cfiemail.com with any questions.
Agenda
- HOW TO PLAN AROUND LOW INTEREST RATES: The US is currently experiencing record low interest rates. We will discuss how to add safety and yield to your portfolio
- MARKET VOLATILITY: Strategies to protect your assets during high market valuations, volatility and stock market woes
- TAX REDUCTION STRATEGIES: Are you making the most out of your portfolio? Don't pay more in taxes if you don't have to
- RETIREMENT INCOME: Do you have a guaranteed income plan in retirement? We will cover strategies that bring guarantees to your retirement income plan
Language:
English
Who can attend? Everyone
Featured Presenters
Registered Representative & Principal
John C. Starke is a Registered Principal with Centaurus Financial, Inc. John has over 25 years of experience in commercial real estate and financial services. John’s product focus has always been in Mutual Funds, Annuities, Insurance, and Alternative Investments. He currently maintains approximately 280 portfolios from various clients across the US. John holds a Series 7, 24, and 63 licenses. John’s practice is full of clients who have brought their friends and family to meet him and have become clients. John works with many generations of his clients, ages range from 1 to 95. John is very active with animal rescue and hosts a charity golf tournament annually to benefit the Shamrock Rescue Foundation
National Sales Manager
Charlie Yoachum began his wholesaling career in 1993 with Planco Financial services. Coinciding with the Hartford Financial acquisition of Planco in 1999, he was promoted to Southwest Division sales manager. In 2004, he was promoted to Vice President, Central Division sales manager, later becoming responsible for Western U.S. Sales. As a Regional Director at Wealthvest, Charlie works directly with financial advisors in Texas, Oklahoma and Louisiana. He manages relationships with brokerage firms, independent BD’s, bank investment programs, and financial institutions.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
