Upcoming Retirement Planning Events | America United Wealth Planning

Retirement Presentation In Schaumburg

How To Beat a Recession in Retirement

Simple tweaks For your family

Each Time the Yield Curve has Inverted, it has immediately preceded a Recession…How Does a Responsible Retiree Beat that?

There has been a lot of talk in the news lately about market worry. Be ahead of the curve, be the responsible investor and family protector you’ve been all of these years. We’ll go over some of the simple tweaks that we use everyday to protect our clients’ lifestyles in retirement.

Join us at the Centennial Center for a very important Retirement Presentation on Saturday November 16th from 9:00-10:00 AM

You’ve always wanted Retirement to be the best it can be for yourself and your Family. No one wants to lose their identity in retirement. Live where you want in the home you love, enjoy the activities you desire, go to the restaurants you enjoy, and consider a few simple tweaks so that something as silly as a yield curve doesn’t disrupt who you want to continue to be. This is an informational presentation about the current market trends you’ve been hearing in the news, what they mean for your Retirement, as well as what kind of things you have the power to do to protect yourself and your Family’s future. Information is power.

The inverted yield curve has been making news lately.

The yield curve is the difference between the yields on longer-term and shorter-term Treasuries. A yield curve inversion happens when long-term yields fall below short-term yields. It has historically been viewed as a reliable indicator of upcoming recessions.

Why? While the short-term side of the yield curve is mainly driven by Federal Reserve policy that reflects current economic strength, the long-term end of the yield curve—10-year Treasuries and further out—is thought to indicate bond investors’ long-term views of the market.

The Yield Curve inverted in March of This Year.

It’s smart and savvy to start planning for retirement now. It’s something that needs to happen anyways, and this is a chance to get ahead of the market curve. We all love our family and it’s just smart to take control of our future instead of losing it.

This is a time for savvy retirees who’ve always cared about their family’s future, to get ahead of the curve.

Attend this Workshop and learn:

What are Market Indicators, and how can I use them to better protect my own Retirement
What is an Inverted Yield Curve and How Does it Work?
How do investors measure the risk of a future Recession?
What are some simple tweaks that I can make right now to guard my Retirement?
How do Professional Planners situate assets so a Client doesn’t lose their Retirement to a poor market.
Are there simple strategies that I can do, to keep unwanted risk at bay

Upcoming Events

Saturday, November 16th

The Centennial Center

1900 E. Golf Road Suite 950, Schaumburg, IL 60173

When: 9:00-10:00 AM

847-592-5405: 1900 E. Golf Rd. Ste. #950, Schaumburg, Il 60173

Register for a Date!

Testimonials

Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with some guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.

We are enjoying working with John and Anthony, they ask the best questions and really listen to what your vision of retirement is. Check out one of their seminars, it's a great opportunity to start thinking about the stuff you haven't thought of and to start acting on what's important to you

Happy Retired Couple with Snapchat Filter

Victoria Hughes

October 5, 2018

Over the past year my husband and I have worked closely with John and Anthony Davis on preparing for our retirement years. Anthony was very kind and extremely helpful as we laid out our trust. We feel a great sense of relief knowing important and uncomfortable issues have been addressed. Anthony's wisdom and assistance was reassuring. Thank you Anthony. John is someone we have worked with for a number of years and we always know he will steer us in the right direction with our assets. He is very transparent and honest with what will be best for our future. Thank you John. Two great knowledgeable gentlemen in their field!!

Phyllis Kleinhoffer Peterson

10 Jul 2018

My wife and I met with John to discuss or retirement path. John explained his fiduciary responsibilities and moral obligation to work in OUR best interest. He spent time reviewing our situation, and our goals and then offered courses of action. There was absolutely no pressure on anything. Well, that was over 5 years ago, we are doing just fine, and still keep in touch with John on business and friend level.

Bill Fehling

29 Jun 2018

My wife and I have done our financial business with America United Wealth Planning for years. Doing business with John has always been done in a very professional and friendly manner. We were always educated and informed of every step in the process of any instrument we sought. I have very high respect and confidence in John for any financial guidance we should need.

Donald Betker

9 Feb 2016

“It is rare these days to find someone who takes such a personal interest in one’s financial well-being as does John. He has assisted me with important financial issues, which were all researched and provide great benefit to me and my family. I have referred him to other family members and friends. In addition to his well-rounded knowledge and experience, John’s most impressive attributes are his integrity and big heart. Those who have had the good fortune to work with him know precisely of what I speak. I am proud to refer to him as my financial advisor, but I am even more proud to call him my friend.”

Lyndon M. Flossi

23 Jul 2009

“My wife and I had been looking for a good financial advisor who is friendly, client focused, has excellent financial knowledge and experience, and constantly provides reviews and updates to the client. We were very blessed to meet John a few years ago and he is exactly the financial advisor we were looking for. We have done our financial business with America United Wealth Planning since and we are very satisfied with the services that John has provided us. We are honored to refer him as our financial advisor and friend. We all know there are several hundred options for collecting Social Security benefits. With John’s advice, we have done comparisons on many different scenarios and proven that his recommendation is the best. We highly recommend John to anyone who has financial planning needs.”

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Peggy and Spencer Chen

August 15th 2018

I’ve met with both John and Anthony to discuss retirement planning, my will and powers of attorney. Both are very professional and explained all of my options thoroughly. There was absolutely no pressure to do anything. It was clear that whatever was done (if anything at all) was completely my decision. They’ve also been exceptionally patient as I discuss things with my family. I would highly recommend them!!

Mickey Zack

8 Jul 2018

My husband and I have been working with John for the past year to put a retirement plan in place. He seems very knowledgeable, and we feel he has come up with good options for us. It’s a pleasure to work with someone with such integrity and good humor, who truly seems to have our best interest at heart!

Cathy Ross

28 Jun 2018

John, provides one-on-one attention and thrives to give you the best options to financially meet your needs. I would personally recommend him to anyone.

Tim Griffin

8 Jan 2016