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Complimentary Event at Largo Community Center in Largo, FL
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
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Event Details
Largo Community Center
400 Alt Keene Rd, Largo, FL 33771
Event Options:
– Largo Community Center on May 21 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Largo Community Center while we discuss the following important topics for those in or nearing retirement:
- 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 you can take to avoid one of the biggest fears of 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: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
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 strategy.
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Bruce is also a multi-talented media personality, host of Straight Talk Wealth Radio since 2007.
Meet Your Host
Bruce Weide | President, Secure Financial Services Incorporated
Bruce Weide is a licensed financial advisor with decades of experience helping American families prepare for retirement. Additionally, since 2007, Bruce has also been the Host of “Straight Talk Wealth Radio”, broadcast in multiple markets in the US, with an urgent message for Baby Boomers. “Things are going to change”.
- Things are going to change when Baby Boomers discover that their retirement more involves spending your assets, rather than accumulating them. And that math is very different once that threshold is crossed!
- Things are going to change because because so few Americans have pensions anymore and the vast majority of Boomers have not saved enough to be comfortable in retirement.
- Things are going to change because there will be steeply increasing tax burdens in the US on successful Americans, and retirees who are sitting ducks with fully taxable IRA income they’ll be depending upon.
- Things are going to change as our economy is experiencing unprecedented Monetary Inflation leading to a potential Recession in Stocks if the Fed goes too far trying to dampen the economy, just as Boomers are heading into a period of life.
- Things are going to change as Boomers live longer than their parents, but may spend up to a decade in need of expensive caregivers and assistance with their activities of daily living, rather than shorter periods of incapacity that their parents experienced.
Bruce knows that these are the real risks to retiring boomers that must be addressed through financial education as the first step.
Since 1997 Bruce has helped thousands of clients and listeners be fully prepared for peace of mind in retirement, during turbulent times. We offer this rare opportunity to join Bruce for free, to get your feet on the ground about retirement basics and be better prepared to have peace of mind, to and through your retirement.
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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.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings.aspx#:~:text=Most%20U.S.%20retirees%20will%20likely,in%20retirement%20with%20no%20savings.
*This event is not sponsored by or affiliated with the Largo Community Center.
*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. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.