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Smart Couples Finish Rich®: New Retirement Seminar Series Kicks Off This Spring to Help Couples Plan Their Financial Future

New retirement seminar based on #1 national bestseller, Smart Couples Finish Rich, by 9-time New York Times Bestselling Author, David Bach, to be presented in April and May


News provided by

David Bach

Feb 25, 2015, 08:24 ET

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NEW YORK, Feb. 25, 2015 /PRNewswire/ -- Today, David Bach, Vice Chairman of Edelman Financial Services and bestselling author of Smart Couples Finish Rich, announced the launch of a brand new seminar series, "Smart Couples Finish Rich®: The Retirement Seminar." The seminar is designed to provide couples across the country with the tools, insight and knowledge to successfully plan for retirement and their financial future. To kick off the series, Bach will embark on a tour to four select cities — Boston, Chicago, Detroit and Los Angeles — to personally present the seminar and offer his insight. The seminar will also be made available as a webinar for those located in other cities.

In this seminar, Bach teaches couples the "7 Steps to a Secure and Happy Retirement" including:  

  • How smart couples work as a "team" on their retirement goals (without fighting)
  • Key financial decisions every couple needs to make
  • Tips for creating a financial plan and choosing the best retirement plan
  • How to invest money in retirement plans and IRA accounts
  • New 2015 retirement rules and how to "catch up" over age 50
  • Insight on what they need to know before receiving retirement distributions
  • How to plan for long-term care and provide for their family's future financial needs
  • And much more

"In less than two hours, couples will learn how to align their values with their money, organize their financial life, plan for financial security and make smart financial decisions to meet their financial goals and dreams," said Bach. "No couple planning for retirement can afford to miss this event."

The Smart Couples Finish Rich tour is scheduled as follows:

  • Wed., April 29: Los Angeles
  • Wed., May 6: Chicago
  • Tues., May 12: Detroit
  • Thurs., May 14: Boston

All couples are welcome to attend. Attendees will receive a copy of Bach's #1 national bestselling book, Smart Couples Finish Rich, and are invited to a book signing with the author following the seminar.

For more information or to learn how to register for a seminar, please visit the seminar page on www.EdelmanFinancial.com/seminars.  Bach is also available for media interviews to discuss the topic of couples, money and retirement. For members of the press interested in scheduling an interview, please contact Rachel Albert at [email protected].  

About David Bach
David Bach, Vice Chairman of Edelman Financial Services, is an internationally recognized financial expert and one of the most prolific and bestselling financial authors of our time. He has written nine consecutive New York Times bestselling books, with more than seven million copies in print. He's the creator of the Smart Women Finish Rich® and Smart Couples Finish Rich® seminars, which have been taught throughout North America to over a half million people. To visit David Bach's website, visit www.finishrich.com.

About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services to more than 26,000 individuals and families and manages $14.4 billion in assets.1 The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.2 For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit EdelmanFinancial.com.

1As of 12/31/14.

2Throughout the firm's 27 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.

David Bach is Vice Chairman of Edelman Financial Services LLC, a Registered Investment Advisor. He is an Investment Advisor Representative who offers advisory services through EFS and a Registered Representative of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

Advisory Services offered through Edelman Financial Services LLC. Securities offered through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

Media Contact:
Rachel Albert
Krupp Kommunications
212-886-6704
Email

SOURCE David Bach

Related Links

http://www.finishrich.com

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