Mitigating Retirement Risks
Taking the steps necessary to build confidence and clarity in your retirement
This presentation will cover overall Retirement planning including the strategies that have proven successful to help avoid potential pitfalls. John Murphy, Senior Vice President/Wealth Advisor at Lenox Advisors, will cover Tax Planning, Investment Planning, Income Planning, and Estate Planning. During the workshop, he will review high-level strategies and case studies that will tie real-world issues into solutions. The goal is for each participant to leave with 2-3 new ideas that could potentially increase their bottom line in retirement.
You will learn:
- Strategies to help minimize future tax liabilities
- Approaches to long-term income and investment planning
- How to evaluate retirement accounts, including Traditional and Roth IRAs
- Key considerations for estate planning and essential legal documents
- Ways to assess investment risk and identify unnecessary portfolio costs
Wednesday, November 4, 2026
Doors open 6:00 p.m.
Program 6:30 p.m.
Dinner 7:15 p.m.
Complimentary for BCMA members only
Maggiano’s Little Italy Boca Raton
21090 St. Andrews Blvd.
Boca Raton, FL 33433
Please be advised that photographs and video may be taken at the event for use on the BCMA website, marketing materials, social media, press releases, and other publications. By registering for this event, you consent to BCMA using your image and likeness without compensation. Please email tochoa@bcma.com with questions/concerns.
