Complimentary Dinner at CityRange Steakhouse Grill in Greenville, SC
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
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Your choice of entrée between the Smothered Beef, Salmon Mojito, Mediterranean Chicken or Maryland Crab Cake.
Event Details
CityRange Steakhouse Grill
615 Haywood Rd
Greenville, SC 29607
Event Options:
– Tuesday, February 20 at 6:00 p.m.
– Thursday, February 22 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
- Social Security timing and claiming strategies to help maximize your benefits.
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may derail your retirement and how you may be able to avoid them.
- And MUCH more!
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.
Meet Your Host
Steve Lewis, LUTCF, CPIA, CLCS
Throughout his entire career, Steve Lewis has been on a mission to help retirees and business owners protect their assets, families and businesses. Steve Lewis has been serving clients in the insurance industry for more 30 years.
Steve is also an Amazon best-selling author. He has published three books covering the topics of personal tragedy and property/casualty insurance-related issues. For the last seven years, he has co-hosted a local radio show on WGTK 94.5 FM. He has also been featured regularly on WORD 106.3 FM and 930 AM in Sarasota, Florida, as well as Talk 102.3 FM in Chattanooga, Tennessee.
He is a board member of the Union County Chamber of Commerce, the Chairman of Deacons at Christian Fellowship Baptist Church, and is heavily involved in many community activities. He is a graduate of the Financial Planning School at the University of Central Florida and has a bachelor’s degree in business management.
Steve loves photography and videography. He enjoys flying drones to capture unique photos and videos. He is also an avid fan of college football and motorsports. Steve and his wife Becky have been married for 33 years. They have two sons, Matthew and Brandon. They also have a two-year-old granddaughter named Ellie.
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. We are not affiliated with any government agency. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.