Are You on Track for Retirement? Meeting the Goal of Living Off of Your Savings

      

The Miami-Dade Gay & Lesbian Chamber of Commerce (MDGLCC), in partnership with SAGE (Services and Advocacy for GLBT Elders), will host New York Times bestselling author Tom Anderson for "The Value of Debt: Building a Glide Path Into Retirement".  On the heels of the release of his new book, The Value of Debt in Retirement, Anderson will discuss the unique financial challenges facing the LGBT community and provide advice on how they can get on track for retirement. The free event is geared toward members of the LGBT community preparing for and in retirement. 

"It is an honor to join with SAGE and the Miami-Dade Gay & Lesbian Chamber of Commerce to highlight the key financial challenges facing the LGBT community as they enter into retirement," said Anderson. With continually changing laws impacting the LGBT community, it is critically important to have a comprehensive, holistic plan to leave the greatest legacy possible. In many circumstances, estate planning can be especially complicated for LGBT individuals. In order to get there, debt can be a powerful tool to help increase return, lower taxes, and reduce risk in retirement.

In his remarks, Anderson will share some of the strategies featured in The Value of Debt in Retirement.
Debunking the myth that all debt is damaging, Anderson will share how individuals can use debt strategically to add value to their financial goals like many of the nation?s most successful companies and ultra-high-net-worth individuals do every day. In one of the few personal finance books that specifically addresses LGBT concerns, he walks through how these strategies can impact areas such as health care, family structure, and philanthropy. Since its release on March 16, The Value of Debt in Retirement has been featured by the New York Times, CNBC, Fox Business, Forbes, and the Washington Post.

About Tom Anderson
Tom Anderson has his MBA from the University of Chicago and a B.S.B.A. from Washington University in St. Louis. Tom worked in investment banking in New York before moving into private wealth management. He has received multiple national recognitions for his wealth management accomplishments including being named four times to Barron's Magazine as one of America's Top 1200 advisors: State by State. His first book, THE VALUE OF DEBT, is a New York Times and USA Today bestseller and was named the #2 business book of 2013 by WealthManagement.com. Tom lives in Chicago with his wife and three children. Learn more at
www.ValueOfDebtInRetirement.com and follow Tom on Twitter @TomValueOfDebt.


 

Are You on Track for Retirement? Meet...
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Date and Time

Tuesday May 5, 2015
6:00 PM - 9:00 PM EDT

Tuesday, May 5th, 2015
6:00pm - 9:00pm (EDT)
6:00pm - Light Bites & Cocktail Reception
7:00pm - Remarks by Tom Anderson
8:00pm - Audience Q&A

 

Location

The Biltmore Hotel
1200 Anastasia Avenue
Coral Gables, FL 33134

Fees/Admission

Free Admission. Limited Space. 
Open to the Public. RSVP Required.

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