Complimentary Dinner at Angelo Elia Pizza, Bar, Tapas in Weston, FL
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
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Your choice of a Chicken Parmigiana or Rigatoni Bolognese entrée.
Event Details
Angelo Elia Pizza, Bar, Tapas
1370 Weston Rd
Weston, FL 33326
Event Options:
– Tuesday, July 30 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Angelo Elia Pizza, Bar, Tapas
1370 Weston Rd
Weston, FL 33326
Event Options:
– Tuesday, July 30 at 6:30 p.m.
MENU
Campaign-Menu
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Angelo Elia Pizza, Bar, Tapas 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 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 no-cost retirement snapshot analysis for your current retirement income plan.
Meet Your Host
Esther Francis | Founder of LeadStar Financial Inc.
LeadStar Financial Inc. and Esther are very diligent in helping their clients achieve their long-term retirement income objectives by utilizing insurance products. Esther believes everyone should have someone with honesty, integrity, and commitment to help make things simpler and less complicated.
One of the major advantages of LeadStar Financial Inc.’s approach is that we remain Independent. We work for our clients, not any particular company, and that is a BIG difference. We can help a client truly find the best product for their individual situation, not trying to fit everyone into one company’s products. We are truly YOUR agents, helping you pick the right company and product which is best for YOU, not us.
When not working, Esther enjoys spending time with her family, loves to cook, and travel.
© 2024 Your Retirement Reality | Privacy Policy
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.
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. Licensed Insurance Professional.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.