Timely Event at Wayne County Community College - Ted Scott Campus in Belleville, MI
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
Wayne County Community College – Ted Scott Campus
9555 Haggerty Rd, Belleville, MI 48111
Event Options:
– Tuesday, March 4 at 6:30 p.m. – Thursday, March 6 at 6:30 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 Wayne County Community College – Ted Scott Campus 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: 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 no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
Brian Teets, President & Founder of Safe Haven Wealth Management
Brian Teets was born and raised in Lincoln Park, Michigan, graduated from Eastern Michigan University, and later received his Master of Business Administration from Davenport University. Brian started his early career working in the educational system teaching High School business classes for 20 years. During those years, he taught personal finance and became pretty well-versed in the area of everything finance. Many family members, friends, and coworkers often asked him for information on retirement planning and making financial decisions.
Brian has presented through adult Financial Education Services, a nonprofit, for several years. His goal is to help those who are planning on retiring make the right sound decision. Brian’s focus has always been creating informed clients before making any financial decisions.
Brian works closely with clients to help meet their goals and maximize their financial success. He takes a holistic approach to each individual’s wealth management plan, taking into consideration the client’s budget, age, values, and lifestyle. He believes in building lasting relationships with clients so they feel comfortable discussing their finances and can count on him to provide sound advice.
Wyandotte was chosen to set up Safe Haven Wealth Management with its close proximity to the expanding business environment of the area. When Brian is not at his office helping clients, he spends time with his wife and two children.
© 2024 Your Retirement Reality | Privacy Policy
Safe Haven Wealth Management offers insurance products and services.
Safe Haven Wealth Management and Your Retirement Reality are not affiliated entities. Licensed Insurance Professional.
*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.
Investment Advisory Services offered through Legacy Investment Advisors. Legacy Investment Advisors and Safe Haven Wealth Management are unaffiliated entities.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Investing involves risk, including possible loss of principal. 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.