Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Alexandra Henderson, an insurance specialist with Henderson Wealth Partners, will present a complimentary seminar “21st Century Retirement – Strategies for Managing Retirement Income” on Monday, July 11 from 11:00 a.m. – 12:00 a.m. at the Cape Coral Hospital Auxiliary Conference Room, 636 Del Prado Boulevard in Cape Coral. Refreshments will be served. Space is limited and advanced registration is required.
“Retirement today looks a lot different from the good old days, when people generally retired at 65 to a life of leisure, supported by a company pension plan and guaranteed government benefits such as Social Security and Medicare,” said Sam Henderson, founder and CEO of Henderson Wealth Partners. “Many of us expect that we’ll be working well past the age of 65, particularly Baby Boomers who have been caught by the economic and market setbacks of the past few years. This seminar will outline risk factors likely to affect retirement, will explore what can be done to manage those risks and strategies that seek to make money last.”
Building on 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to help lead them to and through retirement. Sam Henderson has been named a Five Star Wealth Manager (2014-2016), by Five Star Professional.* Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.
Registration is required and space is limited. To register for this complimentary seminar, call the Lee Memorial SHARE Club at (239) 424-3765.
About Henderson Wealth Partners:
With nearly 30 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service. Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Long Term Care Planning and Philanthropic Planning and Life Insurance.
Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers. For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
About Five Star Professional*
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers. 2012-2016 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.