Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World


DATE CHANGE:  The webinar will be held on June 4th!

Uncle Sam (translation: elected politicians) will likely need more money in coming years.   

They’ll need it to fund all their promises – and it wouldn’t be surprising to see their demand for your money rise over the coming 2-3 decades just as aging ‘baby-boomers’ – the largest of the demographic bubbles – will be retiring while others in that group are trying to survive their second and third decade in retirement.

Rising taxes and prices, coupled with a potential health-care crisis – that problem still isn’t solved – all spell possible problems.

Easy answers are easy to find.   Too bad those often fall short of matching real life needs.

Too often, we focus on trying to find those easy answers instead of focusing on the right questions.

IFGi_LifeGuide_Thinking_About_Retirement_vsa_001I’ll be conducting a webinar on Saturday, June 4th, at 9 a.m. Pacific (noon Eastern) discussing these issues.  You can register for it here and also receive our free LifeGuide, So You’re Thinking About Retirement.

This LifeGuide contains tips, checklists, tools, and other helpful ideas to get you started on your journey.   And, of course, both the LifeGuide and webinar are free.

Register for the webinar and get your LifeGuide – and I’ll see you on the 4th!



Your webinar host:  

6a017c332c5ecb970b01a5116fb332970c-320wiJames Lorenzen, CFP®, AIF®


Retirement Planning & Wealth Management (1991-present) serving selected private clients.  Founding Principal of The Independent Financial Group, a Registered Investment Advisor.  Jim is a CERTIFIED FINANCIAL 6a017c332c5ecb970b01a51174caed970c-120wiPLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® , earned through the Center for Fiduciary Studies in conjunction with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.

Interviewed for American Airlines Sky Radio, heard on more than 19,000 flights, and by The Wall Street Journal for Smart Money.  Articles published in Insights by the Profit Sharing Council of America and the Journal of Compensation and Benefits, as well as in numerous newspapers locally and nationally.

International speaking and management consulting (1984-1996). Headline speaker at more than 500 conventions throughout the U.S., Canada, and the U.K. Clients included Foster Grant, Hobie Cat, CapCities/ABC, Hearst Corp., Independence Bank, Val-Pak, Dial-One, Inc., and scores of others.  Contributing author to more than 25 national and international publications.

Business owner – Founded, built, and sold five businesses in the publishing industry (1978-86) in Simi Valley, California.  Prior experience includes senior executive positions in consumer and commercial finance overseeing 65 offices throughout the United States and Canada.


Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® serving private clients since 1991.   Jim is Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.