Complimentary Dinner at Grace's Steak & Seafood Restaurant in Bowie, MD
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
MENU
Hibachi-style Chicken & Seafood.
Event Details
Grace’s Steak & Seafood Restaurant
10531 Martin Luther King Jr Hwy #300
Bowie, MD 20720
Event Options:
– Thursday, January 9 at 7:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Grace’s Steak & Seafood Restaurant
10531 Martin Luther King Jr Hwy #300
Bowie, MD 20720
Event Options:
– Tuesday, December 10 at 7:00 p.m.
MENU
Hibachi-style Chicken & Seafood.
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 Grace’s Steak & Seafood Restaurant 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
Isaiah Solomon | Managing Partner of Equity Financial Services
Isaiah Solomon has been the managing partner of Equity Financial Service Group for more than 30 years. Mr. Solomon began his career in the financial services industry starting with a major Fortune 500 company, earning numerous awards along the way. In his first year, he was the “Rookie of the Year.” In the second, he earned the prestigious “Agent of the Year” award, competing against top producers and well-established agents. Isaiah obtained many other awards, such as the “Millionaire Round Table Producer,” “Centurion Qualifier,” “National Sales Achievement Award,” “National Qualifier Award,” “Consistency Award,” and “Sales Manager of the Year Award of the Southeast Region.” He is a licensed Insurance agent in the state of Maryland.
Isaiah’s accomplishments almost never happened. At an early age, Mr. Solomon suffered from inarticulacy. Like the story of Moses in the bible, when Moses was scared that God has asked him to go to the Pharaoh and tell him to let his people go free (Ex.4:6-10). Moses wondered why God chose him to go to the Pharaoh with this request. He figured he could not speak the Egyptian language well and he also had a speech problem. But the Angel told him that he would go with him (Ex.4:11-12). Angels have also been there for Isaiah. Today, Mr. Solomon speaks on the importance of retirement income strategies. Students, business owners, and eager entrepreneurs seek out his guidance. On Saturdays, Mr. Solomon holds a weekly Life Insurance training. He engages other insurance professionals with a systemic approach on how to help others choose the right insurance for their family’s needs.
Mr. Solomon, with over three (3) decades of success behind him, says he’s just getting started. His philosophy is “Mouth to movement—what you say and what you do is closely related.” He also believes that in order for a new financial professional to succeed in the business, they must have the four D’s: DRIVE, DETERMINATION, DISCIPLINE and DEDICATION.
© 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.