Council Meeting - Peak 65 The New Paradigm, from Accumulation to Distribution

Date: Tuesday, March 12, 2024
Time: 5:15pm - 7:15pm
Location: Country Club of Hilton Head, 70 Skull Creek Drive
Speaker: Paul Donohue, Housing Wealth Expert with Mutual of Omaha Mortgage

Join Housing Wealth Expert Paul Donohue, with Mutual of Omaha Mortgage as we explore the New Age of Aging, and how it is transforming the Financial Services world.

Peak 65 began January 1, 2024 and ushered in a historic demographic paradigm shift to a new era, that will flip our age-ratio demographics.

As Financial Advisors and Estate Planners we are faced with three critical challenges in implementing effective Retirement and Estate plans our clients. In this insightful session we will discuss the massive shift from a Savings Crises to an Income Crisis, and how todays massive Housing Wealth will provide a critical solution for our future Retirement, Legacy, and Estate planning challenges.

Meeting is sponsored by Mutual of Omaha Mortgage.


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