Welcome to the 626th meeting of the Rotary Club of Dixie Sunrise
This morning’s guest speaker was Eric deVita who spoke on Strategic Financial Analysis and Implementation associated with retirement planning, social security benefits, inflation, savings rates, increased taxes and Medicare’s anticipated 50 trillion-dollar funding needs over the next 40 years. This was a presentation appropriate for the economic times we are all experiencing and provided our members and opportunity to ask questions about various financial planning tools to help deflect market volatility.
An economist and paraplanner for a strategic financial planning firm in St. George, Eric shared personal and professional opinions and theories to motivate all of us to do a better job saving for our futures. He noted the majority of individuals do not plan proactively for retirement and do not understand advantages of specific savings vehicles, withdrawal rates and how to make their money last during a long retirement. By reviewing existing non-qualified and qualified plans and situations, most individuals will feel better about their goals and objectives. Again, knowledge is power; the more you know the better you feel! Eric’s presentation was educational, stimulating, well received and appreciated. Thanks Eric!
(Carl gets his name badge in record time! How about only 2 weeks?!)
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