Complimentary Meal & Workshop at Barrett's On The Pike in Bel Air, MD

Maximizing Your Retirement Income & Surviving Market Volatility

Strategies To Generate Income in Retirement & Avoid Outliving Your Savings

Event Details

Barrett’s On The Pike
588 Baltimore Pike
Bel Air, MD 21014

Event Options:

– Barrett’s on The Pike on Thursday, May 12 at 6:00 p.m.

– Barrett’s on The Pike on Tuesday, May 17 at 12:00 p.m.

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

MENU
– Dinner: Classic Caesar Salad, accompanied by your choice of Herb Crusted Chicken, Braised Short Ribs, Grilled Salmon or Cauliflower Risotto, served with Chef’s Vegetable.

– Lunch: Choice of Classic Caesar Salad with Grilled Chicken, Short Rib Sandwich or Salmon BLT Wrap, served with Chef’s Vegetable. Fresh Berries Napoleon for dessert!

Do you have a plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Barrett’s On The Pike while we discuss important topics for those in or nearing retirement.

What we’ll cover:

  • Learn how to properly plan for retirement with rising interest rates, the war in Ukraine and current stock market volatility.
  • How the expected passing of the SECURE Act 2.0 may impact your retirement income and tax plan.
  • How to implement evidence-based retirement income planning strategies by leveraging the latest technology.
  • Why today’s current economic environment may be the most challenging ever to retire.
  • Strategies to help protect your assets from rising taxes now regardless of the next tax policy.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • Powerful tax strategies that can potentially generate tax-free retirement income.
  • When to claim Social Security in order to minimize tax consequences and maximize your benefits.
  • How to plan for and incorporate RMDs into your retirement income plan. Hint: the SECURE Act has made significant changes that impact RMDs.
  • How to create a customized retirement income & tax strategy tailored to your unique needs & situation.
  • Understanding potential risks that may derail your retirement and how you can avoid them

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!

Days
Hours
Minutes
Seconds
Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

Meet Your Host

Eric Bowser, ChFEBC®, CRPC®

Chief Retirement Advisor | Safe Harbor Retirement Planners
As President of Safe Harbor Financial Group. and an Investment Advisor Representative for Safe Harbor Retirement Planners, Eric M. Bowser has made it his priority to assist people in finding a reliable and stable way to protect their assets. He shows a passion for his profession which is evident in his dedication to optimize the financial futures of others. Mr. Bowser strives to help inform his clients and accommodate their needs to ensure their confidence in him as their financial advocate. He has ten years of experience helping retirees reach their retirement goals. He strives to understand the unique needs of every client and implement conservative, low-risk plans to ensure a reliable and confident financial future.

Mr. Bowser utilizes an investment formula designed to maximize growth potential while minimizing risk. This unique investment strategy helps increase the likelihood of retirees to meet their retirement income needs. Mr. Bowser completed a business degree at the University of South Florida College of Business with a concentration in Finance and Marketing. He has achieved the designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Federal Employee Benefits Consultant (ChFEBC). Eric enjoys exercising, playing basketball, and golfing. Most of his time is spent with his wonderful wife, Siobhan, and his three intelligent, beautiful, and fun daughters!
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¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Advisory services are offered by Safe Harbor Retirement Planners a Registered Investment Advisor in the State of Maryland. Insurance products and services are offered through Safe Harbor Financial Group, an affiliated company. Safe Harbor Retirement Planner and Safe Harbor Financial Group are not affiliated with or endorsed by the Social Security Administration or 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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.