Complimentary Dinner at Visaggio's Ristorante in Enola, PA
Women & Wealth
Planning for the Unique Challenges Women Face in Retirement
Event Details
Visaggio’s Ristorante
6990 Wertzville Rd
Enola, PA 17025
Event Options:
– Tuesday, August 19 at 6:00 p.m. – Thursday, August 21 at 6:00 p.m.
Seating is limited. A complimentary meal will be served.
There is no charge to attend!
MENU
Your choice of an entrée between the Pollo Parmigiana, Lasagna or Farfalle Al Salmone.
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a complimentary meal and special presentation at Visaggio’s Ristorante while we discuss important financial topics for women in or nearing retirement.
What we’ll cover:
- How to help overcome the unique and significant challenges that women often face in retirement.
- How to help make the most of what you’ve made and navigate your retirement income accounts including 401(k)s, 403(b)s, IRAs, TSPs, etc.
- How to potentially maximize Social Security income and take advantage of spousal benefits.
- Powerful strategies that may help you reduce the taxes you pay in retirement.
- Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- Understanding potential risks and costly mistakes that may derail your retirement and how you may be able to avoid them.
- And much more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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.
Let’s face it: women and men are different in so many ways! Income in retirement can be different too.
More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:
- Women are typically paid less over their lifetime.
- Women are living longer than men on average, meaning their retirement income needs to last longer.
- Women have a higher likelihood of living alone in retirement².
- Women have a tendency to invest more conservatively compared to men, which can lead to less growth of their retirement assets over their lifetime³.
It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.
Meet Your Host
June Horne | CEO | Transition Advisor Group, LLC. | Certified Financial Fiduciary
June is an insurance professional with licenses in Maryland, North Carolina, South Carolina, Pennsylvania, and Virginia. She and her team have a strong desire to help families establish a strategy to help reach their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June and her team work with her clients to help build, manage and protect their assets through their life’s transitions. Her services include retirement income strategies, Social Security, final expenses, along with tax minimization strategies to help create prosperity through effective planning.
© 2025 Your Retirement Reality | Privacy Policy
¹ http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
² https://www.pewresearch.org/fact-tank/2020/03/10/older-people-are-more-likely-to-live-alone-in-the-u-s-than-elsewhere-in-the-world/
³ https://www.fool.com/research/women-in-investing-research/
Transition Advisor Group (TAG-PA) is a family of companies to include Transition Planning Associates – an insurance brokerage; Transition Wealth Management – a fee-based registered investment advisor. All of our companies provide financial expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina and Virginia. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with safety and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper financial planning steps in place for a successful retirement.
Your Retirement Reality is unaffiliated with Transition Advisor Group and Transition Wealth Management. Licensed Insurance Professional.
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.
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.