Buford, GA | Retirement Planning Dinner | August 2022 | ARE-12468

You're Invited to a Special Dinner Event at Aqua Terra Bistro in Buford, GA

Turning Volatility Into Opportunity

Maximizing Your Retirement Income During Turbulent Times

We All Deserve A Retirement We Can Be Confident In

If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to be prepared.

You and your spouse or guests are invited to join local retirement planning specialist, Davey Bales and Mark Anglin, for an informative event especially for retirees and those retiring soon. You will learn some of the very latest retirement planning strategies to help you protect your assets, potentially pay less in taxes and take control of your financial future – even in these uncertain times.

Event Details

Aqua Terra Bistro
55 E Main St NE, Buford, GA 30518

Event Options:
– Aqua Terra Bistro on August 9 at 6:30 p.m.

– Aqua Terra Bistro on August 11 at 6:30 p.m.

MENU
Your choice of entrée between the Country Fried Chicken, Seared Scallops, Shrimp & Grits or Chicken Penne.

Join us for a complimentary meal and special presentation at Aqua Terra Bistro while we discuss the following important topics for those in or nearing retirement:

How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.
Some of the biggest risks to a stable retirement – and how to overcome them.
Traditional “safe” havens for retirement savings such as money-market funds, government bonds and CDs are yielding after-tax returns barely above inflation. You’ll discover better options.¹
America is experiencing one of the greatest inflationary periods in our nation’s history. We are living in an unstable financial time and the biggest risk right now could be doing nothing.
Why your IRA/401(k) is a potential tax problem – and what options you have available.
Making the right choices with your Social Security Benefits. The difference could be an additional $100,000 – $300,000.²
Bonus Topic: How could the new tax reform bill impact your bottom line and your retirement nest egg?³

Reservations are required. Seating is limited and may fill quickly.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

REGISTRATION CLOSES IN:

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 retirement income plan.

Meet Your Hosts

Davey Bales | President & CEO of Bales Financial Group

D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a life, health, and financial specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes (FCA) as area director for Forsyth and Dawson counties.

While on staff with FCA, Davey successfully opened FCA chapters in middle and high schools all over his area. Davey eventually went on to become an Atlanta area director, helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and families realize their retirement income goals.

Davey, his wife Amy and their three children reside in Cumming. They are members of Browns Bridge Community Church.

State License Number: GA594587

Mark Anglin | Investment Advisor Representative

Mark Anglin has had a passion for serving others his entire life. He proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark helps others to protect their financial and physical assets through investment advising and insurance. Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.

State License Number: GA2760435

¹ https://www.schwab.com/learn/story/market-volatility

² https://www.ssa.gov/oact/quickcalc/early_late.html

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.

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.